AWM
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Accel Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-106
Closed -$9.93K – 363
2023
Q1 		$9.93K Hold
106
– – ﹤0.01% 896
2022
Q4 		$8.88K Hold
106
– – ﹤0.01% 738
2022
Q3 		$8K Buy
106
+86
+430% +$7.01K ﹤0.01% 778
2022
Q2 		$2K Hold
20
– – ﹤0.01% 893
2022
Q1 		$2K Hold
20
– – ﹤0.01% 872
2021
Q4 		$2K Hold
20
– – ﹤0.01% 873
2021
Q3 		$2K Hold
20
– – ﹤0.01% 790
2021
Q2 		$2K Hold
20
– – ﹤0.01% 852
2021
Q1 		$2K Buy
+20
New +$2.03K ﹤0.01% 821

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Accel Wealth Management's EFG Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 106 shares — an estimated $9.93K sold.

Accel Wealth Management first reported a position in EFG in Q1 2021 and held it in 9 quarters. The position peaked at $9.93K in Q1 2023. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 106 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $9.93K.
  • Accel Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $9.93K in Q1 2023.
  • 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.