1IA
EFG icon

1834 Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

1834 Investment Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,808
Closed -$948K – 214
2024
Q3 		$948K Sell
8,808
-1,057
-11% -$110K 0.11% 124
2024
Q2 		$1.01M Hold
9,865
– – 0.12% 118
2024
Q1 		$1.02M Sell
9,865
-800
-8% -$79.6K 0.12% 117
2023
Q4 		$1.03M Hold
10,665
– – 0.12% 115
2023
Q3 		$920K Hold
10,665
– – 0.11% 124
2023
Q2 		$1.02M Sell
10,665
-576
-5% -$54.8K 0.12% 121
2023
Q1 		$1.05M Hold
11,241
– – 0.13% 119
2022
Q4 		$942K Buy
11,241
+576
+5% +$46.6K 0.13% 102
2022
Q3 		$774K Hold
10,665
– – 0.12% 107
2022
Q2 		$858K Sell
10,665
-118
-1% -$10.2K 0.12% 107
2022
Q1 		$1.04M Hold
10,783
– – 0.13% 109
2021
Q4 		$1.19M Sell
10,783
-59
-0.5% -$6.46K 0.13% 97
2021
Q3 		$1.15M Sell
10,842
-372
-3% -$41K 0.14% 100
2021
Q2 		$1.2M Sell
11,214
-6,573
-37% -$698K 0.15% 99
2021
Q1 		$1.79M Sell
17,787
-12,137
-41% -$1.23M 0.23% 81
2020
Q4 		$3.02M Sell
29,924
-9,730
-25% -$921K 0.4% 62
2020
Q3 		$3.56M Sell
39,654
-787
-2% -$69.7K 0.52% 53
2020
Q2 		$3.36M Buy
40,441
+2,924
+8% +$228K 0.53% 53
2020
Q1 		$2.67M Sell
37,517
-4,462
-11% -$361K 0.51% 55
2019
Q4 		$3.63M Sell
41,979
-24,508
-37% -$2.05M 0.56% 54
2019
Q3 		$5.35M Sell
66,487
-2,982
-4% -$238K 0.78% 46
2019
Q2 		$5.61M Sell
69,469
-11,926
-15% -$941K 0.85% 43
2019
Q1 		$6.3M Sell
81,395
-2,698
-3% -$200K 0.96% 40
2018
Q4 		$5.81M Sell
84,093
-2,435
-3% -$177K 0.97% 42
2018
Q3 		$6.93M Buy
86,528
+5,005
+6% +$399K 1.01% 42
2018
Q2 		$6.42M Buy
81,523
+3,233
+4% +$262K 1.01% 44
2018
Q1 		$6.29M Buy
78,290
+4,889
+7% +$399K 1.07% 35
2017
Q4 		$5.93M Buy
73,401
+2,319
+3% +$184K 0.93% 39
2017
Q3 		$5.5M Buy
71,082
+308
+0.4% +$23.3K 1.03% 36
2017
Q2 		$5.23M Buy
70,774
+9,802
+16% +$716K 0.99% 39
2017
Q1 		$4.24M Buy
60,972
+13,961
+30% +$935K 0.81% 50
2016
Q4 		$2.99M Buy
47,011
+3,869
+9% +$250K 0.6% 51
2016
Q3 		$2.95M Buy
43,142
+2,754
+7% +$186K 0.64% 52
2016
Q2 		$2.64M Buy
40,388
+2,897
+8% +$192K 0.57% 54
2016
Q1 		$2.47M Buy
37,491
+1,393
+4% +$88.1K 0.56% 54
2015
Q4 		$2.42M Buy
36,098
+1,477
+4% +$100K 0.57% 58
2015
Q3 		$2.21M Buy
34,621
+237
+0.7% +$16.1K 0.55% 54
2015
Q2 		$2.4M Buy
34,384
+431
+1% +$31.3K 0.66% 48
2015
Q1 		$2.38M Buy
33,953
+802
+2% +$54.8K 0.65% 48
2014
Q4 		$2.18M Buy
33,151
+16
+0% +$1.07K 0.6% 49
2014
Q3 		$2.26M Sell
33,135
-1,456
-4% -$103K 0.62% 54
2014
Q2 		$2.51M Buy
34,591
+3,040
+10% +$219K 0.68% 51
2014
Q1 		$2.24M Buy
31,551
+2,562
+9% +$179K 0.66% 54
2013
Q4 		$2.07M Buy
28,989
+3,261
+13% +$226K 0.61% 57
2013
Q3 		$1.75M Buy
25,728
+1,925
+8% +$126K 0.58% 59
2013
Q2 		$1.47M Buy
+23,803
New +$1.54M 0.5% 65

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

1834 Investment Advisors's EFG Position: Q4 2024 in Review

1834 Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 8,808 shares — an estimated $948K sold.

1834 Investment Advisors first reported a position in EFG in Q2 2013 and held it in 46 quarters. The position peaked at $6.93M in Q3 2018. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • 1834 Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 8,808 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $948K.
  • 1834 Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 46 quarters.
  • 1834 Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $6.93M in Q3 2018.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.