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Arlington Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Arlington Partners’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
Q1 		– Sell
-145
Closed -$14K – 109
2023
Q4 		$14K Hold
145
– – ﹤0.01% 203
2023
Q3 		$12.5K Hold
145
– – 0.01% 218
2023
Q2 		$13.8K Hold
145
– – ﹤0.01% 434
2023
Q1 		$13.6K Hold
145
– – ﹤0.01% 389
2022
Q4 		$12.1K Buy
+145
New +$11.7K ﹤0.01% 348

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Arlington Partners's EFG Position: Q1 2024 in Review

Arlington Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 145 shares — an estimated $14K sold.

Arlington Partners first reported a position in EFG in Q4 2022 and held it in 5 quarters. The position peaked at $14K in Q4 2023. 853 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • Arlington Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 145 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $14K.
  • Arlington Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 5 quarters.
  • Arlington Partners's iShares MSCI EAFE Growth ETF position peaked at $14K in Q4 2023.
  • 853 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.