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

Accurate 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
2025 Q1	–	Sell	-3,023	Closed	-$292K	–	382
2024 Q4	$292K	Sell	3,023 -562	-16%	-$57.1K	0.06%	294
2024 Q3	$374K	Buy	+3,585	New	+$372K	0.08%	248
2023 Q1	–	Sell	-211	Closed	-$18.5K	–	581
2022 Q4	$18.5K	Buy	+211	New	+$17.1K	0.01%	703

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accurate Wealth Management's EFG Position: Q1 2025 in Review

Accurate Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 3,023 shares — an estimated $292K sold.

Accurate Wealth Management first reported a position in EFG in Q4 2022 and held it in 3 quarters. The position peaked at $374K in Q3 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Accurate Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
Accurate Wealth Management sold 3,023 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $292K.
Accurate Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 3 quarters.
Accurate Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $374K in Q3 2024.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.