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Alternative Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Alternative Investment 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
-24,859
Closed -$2.57M – 48
2024
Q1 		$2.57M Buy
24,859
+5,643
+29% +$562K 1.55% 17
2023
Q4 		$1.86M Buy
19,216
+5,809
+43% +$521K 1.21% 24
2023
Q3 		$1.16M Buy
+13,407
New +$1.24M 0.81% 33

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

Alternative Investment Advisors's EFG Position: Q2 2024 in Review

Alternative Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 24,859 shares — an estimated $2.57M sold.

Alternative Investment Advisors first reported a position in EFG in Q3 2023 and held it in 3 quarters. The position peaked at $2.57M in Q1 2024. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Alternative Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Alternative Investment Advisors sold 24,859 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $2.57M.
  • Alternative Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and held it in 3 quarters.
  • Alternative Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.57M in Q1 2024.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Alternative Investment Advisors's 13F filing for Q2 2024, filed 26 Sep 2024.