Advisor OS’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advisor OS’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
2022 Q3	–	Sell	-13,891	Closed	-$1.12M	–	201
2022 Q2	$1.12M	Buy	+13,891	New	+$1.21M	0.33%	68

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

Advisor OS's EFG Position: Q3 2022 in Review

Advisor OS sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2022, closing a stake of 13,891 shares — an estimated $1.12M sold.

Advisor OS first reported a position in EFG in Q2 2022 and held it in 1 quarter. The position peaked at $1.12M in Q2 2022. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

Advisor OS reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2022 after selling out during the quarter.
Advisor OS sold 13,891 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $1.12M.
Advisor OS first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 1 quarter.
Advisor OS's iShares MSCI EAFE Growth ETF position peaked at $1.12M in Q2 2022.
685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Advisor OS's 13F filing for Q3 2022, filed 4 Nov 2022.