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

Atlas Private Wealth Management’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 		$3.77M Buy
36,277
+9,134
+34% +$909K 1.58% 21
2023
Q4 		$2.63M Buy
27,143
+1,723
+7% +$154K 1.24% 24
2023
Q3 		$2.19M Buy
25,420
+754
+3% +$69.5K 1.18% 24
2023
Q2 		$2.35M Buy
24,666
+5,694
+30% +$542K 1.24% 23
2023
Q1 		$1.78M Buy
18,972
+11,068
+140% +$995K 1.07% 28
2022
Q4 		$662K Sell
7,904
-757
-9% -$61.2K 0.31% 75
2022
Q3 		$628K Buy
8,661
+229
+3% +$18.7K 0.45% 69
2022
Q2 		$679K Sell
8,432
-84
-1% -$7.29K 0.46% 69
2022
Q1 		$820K Buy
8,516
+813
+11% +$79.9K 0.48% 69
2021
Q4 		$850K Buy
7,703
+481
+7% +$52.7K 0.47% 64
2021
Q3 		$769K Buy
7,222
+262
+4% +$28.8K 0.47% 66
2021
Q2 		$747K Buy
6,960
+1,937
+39% +$206K 0.46% 66
2021
Q1 		$505K Buy
5,023
+1,796
+56% +$183K 0.32% 80
2020
Q4 		$326K Buy
+3,227
New +$305K 0.23% 90

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Atlas Private Wealth Management's EFG Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 34% in Q1 2024, buying an estimated $909K and bringing the position to 36,277 shares worth $3.77M. The position accounts for 1.58% of the portfolio, ranked #21.

Atlas Private Wealth Management first reported a position in EFG in Q4 2020 and has held it in 14 quarters since. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • Atlas Private Wealth Management held 36,277 shares of iShares MSCI EAFE Growth ETF worth $3.77M as of Q1 2024.
  • Atlas Private Wealth Management bought 9,134 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $909K.
  • iShares MSCI EAFE Growth ETF made up 1.58% of Atlas Private Wealth Management's portfolio in Q1 2024, its #21 holding.
  • Atlas Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.