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AlphaStar Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

AlphaStar Capital 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
2021
Q4 		– Sell
-1,933
Closed -$212K – 388
2021
Q3 		$212K Buy
+1,933
New +$213K 0.01% 370
2017
Q4 		– Sell
-3,935
Closed -$305K – 196
2017
Q3 		$305K Buy
+3,935
New +$298K 0.3% 62

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AlphaStar Capital Management's EFG Position: Q4 2021 in Review

AlphaStar Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2021, closing a stake of 1,933 shares — an estimated $212K sold.

AlphaStar Capital Management first reported a position in EFG in Q3 2017 and held it in 2 quarters. The position peaked at $305K in Q3 2017. 737 funds tracked by Wall St. Rank hold EFG as of Q4 2021.

  • AlphaStar Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2021 after selling out during the quarter.
  • AlphaStar Capital Management sold 1,933 iShares MSCI EAFE Growth ETF shares in Q4 2021, an estimated $212K.
  • AlphaStar Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and held it in 2 quarters.
  • AlphaStar Capital Management's iShares MSCI EAFE Growth ETF position peaked at $305K in Q3 2017.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2021.

Based on AlphaStar Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.