AFG
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Albion Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Albion Financial Group’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
Q3 		– Sell
-48
Closed -$4.58K – 488
2023
Q2 		$4.58K Buy
+48
New +$4.57K ﹤0.01% 340
2022
Q2 		– Sell
-72
Closed -$7K – 549
2022
Q1 		$7K Buy
+72
New +$7.08K ﹤0.01% 385

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
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Albion Financial Group's EFG Position: Q3 2023 in Review

Albion Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 48 shares — an estimated $4.58K sold.

Albion Financial Group first reported a position in EFG in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • Albion Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Albion Financial Group sold 48 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $4.58K.
  • Albion Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and held it in 2 quarters.
  • Albion Financial Group's iShares MSCI EAFE Growth ETF position peaked at $7K in Q1 2022.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Albion Financial Group's 13F filing for Q3 2023, filed 1 Nov 2023.