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All Season Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

All Season Financial Advisors’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
Q2 		– Sell
-25,863
Closed -$2.68M – 93
2024
Q1 		$2.68M Buy
25,863
+22,507
+671% +$2.24M 2.22% 15
2023
Q4 		$325K Buy
+3,356
New +$301K 0.28% 90

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

All Season Financial Advisors's EFG Position: Q2 2024 in Review

All Season Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 25,863 shares — an estimated $2.68M sold.

All Season Financial Advisors first reported a position in EFG in Q4 2023 and held it in 2 quarters. The position peaked at $2.68M in Q1 2024. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • All Season Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 25,863 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $2.68M.
  • All Season Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 2 quarters.
  • All Season Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.68M in Q1 2024.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.