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

Argent 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
2023
Q1 		– Sell
-3,217
Closed -$269K – 134
2022
Q4 		$269K Sell
3,217
-88
-3% -$7.11K 0.14% 111
2022
Q3 		$240K Sell
3,305
-39
-1% -$3.18K 0.14% 116
2022
Q2 		$269K Buy
3,344
+250
+8% +$21.7K 0.15% 108
2022
Q1 		$298K Sell
3,094
-381
-11% -$37.5K 0.16% 115
2021
Q4 		$383K Sell
3,475
-87
-2% -$9.53K 0.21% 99
2021
Q3 		$379K Sell
3,562
-389
-10% -$42.8K 0.22% 97
2021
Q2 		$424K Sell
3,951
-917
-19% -$97.4K 0.26% 90
2021
Q1 		$489K Buy
4,868
+32
+0.7% +$3.25K 0.31% 86
2020
Q4 		$488K Sell
4,836
-2,320
-32% -$219K 0.3% 90
2020
Q3 		$643K Sell
7,156
-11
-0.2% -$975 0.44% 67
2020
Q2 		$595K Buy
7,167
+1,462
+26% +$114K 0.46% 64
2020
Q1 		$406K Buy
5,705
+40
+0.7% +$3.24K 0.41% 67
2019
Q4 		$491K Buy
+5,665
New +$473K 0.37% 62

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Argent Advisors's EFG Position: Q1 2023 in Review

Argent Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 3,217 shares — an estimated $269K sold.

Argent Advisors first reported a position in EFG in Q4 2019 and held it in 13 quarters. The position peaked at $643K in Q3 2020. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Argent Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Argent Advisors sold 3,217 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $269K.
  • Argent Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 13 quarters.
  • Argent Advisors's iShares MSCI EAFE Growth ETF position peaked at $643K in Q3 2020.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Argent Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.