Atlas Private Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atlas Private Wealth 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 Q4	–	Sell	-2,643	Closed	-$285K	–	171
2024 Q3	$285K	Buy	2,643 +2	+0.1%	+$207	0.04%	127
2024 Q2	$270K	Buy	+2,641	New	+$270K	0.04%	127
2024 Q1	–	Sell	-2,557	Closed	-$248K	–	123
2023 Q4	$248K	Sell	2,557 -15	-0.6%	-$1.34K	0.05%	141
2023 Q3	$222K	Sell	2,572 -14	-0.5%	-$1.29K	0.04%	168
2023 Q2	$247K	Buy	+2,586	New	+$246K	0.05%	160

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Atlas Private Wealth Advisors's EFG Position: Q4 2024 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 2,643 shares — an estimated $285K sold.

Atlas Private Wealth Advisors first reported a position in EFG in Q2 2023 and held it in 5 quarters. The position peaked at $285K in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

Atlas Private Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,643 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $285K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 5 quarters.
Atlas Private Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $285K in Q3 2024.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.