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Archer Investment Corporation’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Archer Investment Corporation’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
2025
Q1 		– Sell
-34
Closed -$3.29K – 1158
2024
Q4 		$3.29K Buy
+34
New +$3.46K ﹤0.01% 881
2021
Q3 		– Sell
-265
Closed -$28.4K – 724
2021
Q2 		$28.4K Hold
265
– – 0.01% 386
2021
Q1 		$26.6K Hold
265
– – 0.01% 432
2020
Q4 		$26.7K Sell
265
-201
-43% -$19K 0.01% 390
2020
Q3 		$41.9K Hold
466
– – 0.02% 278
2020
Q2 		$38.7K Hold
466
– – 0.02% 272
2020
Q1 		$33K Buy
466
+211
+83% +$17.1K 0.02% 269
2019
Q4 		$22K Buy
+255
New +$21.3K 0.01% 387

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Archer Investment Corporation's EFG Position: Q1 2025 in Review

Archer Investment Corporation sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 34 shares — an estimated $3.29K sold.

Archer Investment Corporation first reported a position in EFG in Q4 2019 and held it in 8 quarters. The position peaked at $41.9K in Q3 2020. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Archer Investment Corporation reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Archer Investment Corporation sold 34 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $3.29K.
  • Archer Investment Corporation first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 8 quarters.
  • Archer Investment Corporation's iShares MSCI EAFE Growth ETF position peaked at $41.9K in Q3 2020.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Archer Investment Corporation's 13F filing for Q1 2025, filed 5 May 2025.