Acorn Financial Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-3,585	Closed	-$340K	–	218
2023 Q4	$340K	Sell	3,585 -715	-17%	-$64.1K	0.06%	187
2023 Q3	$367K	Sell	4,300 -629	-13%	-$58K	0.07%	169
2023 Q2	$470K	Buy	4,929 +18	+0.4%	+$1.71K	0.08%	139
2023 Q1	$460K	Buy	4,911 +727	+17%	+$65.4K	0.09%	133
2022 Q4	$350K	Sell	4,184 -24	-0.6%	-$1.94K	0.07%	159
2022 Q3	$305K	Buy	+4,208	New	+$343K	0.07%	171
2022 Q1	–	Sell	-1,847	Closed	-$204K	–	222
2021 Q4	$204K	Buy	+1,847	New	+$202K	0.04%	210
2020 Q4	–	Sell	-2,244	Closed	-$202K	–	222
2020 Q3	$202K	Buy	+2,244	New	+$199K	0.11%	195

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Acorn Financial Advisory Services's EFG Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 3,585 shares — an estimated $340K sold.

Acorn Financial Advisory Services first reported a position in EFG in Q3 2020 and held it in 8 quarters. The position peaked at $470K in Q2 2023. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 3,585 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $340K.
Acorn Financial Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 8 quarters.
Acorn Financial Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $470K in Q2 2023.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.