Barclays
EFG icon

Barclays’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Barclays’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
Q2 		– Sell
-9,260
Closed -$961K – 4985
2024
Q1 		$961K Buy
+9,260
New +$922K ﹤0.01% 3152
2021
Q4 		– Sell
-15,161
Closed -$1.61M – 4253
2021
Q3 		$1.61M Buy
15,161
+7,152
+89% +$787K ﹤0.01% 2496
2021
Q2 		$859K Sell
8,009
-29,292
-79% -$3.11M ﹤0.01% 2752
2021
Q1 		$3.75M Buy
+37,301
New +$3.79M ﹤0.01% 1761
2019
Q3 		– Sell
-29
Closed -$2K – 6798
2019
Q2 		$2K Sell
29
-477
-94% -$37.6K ﹤0.01% 6796
2019
Q1 		$39K Buy
+506
New +$37.5K ﹤0.01% 6038
2018
Q4 		– Sell
-20
Closed -$2K – 7029
2018
Q3 		$2K Hold
20
– – ﹤0.01% 6935
2018
Q2 		$2K Hold
20
– – ﹤0.01% 6820
2018
Q1 		$2K Hold
20
– – ﹤0.01% 6896
2017
Q4 		$2K Sell
20
-79
-80% -$6.26K ﹤0.01% 6774
2017
Q3 		$8K Buy
+99
New +$7.5K ﹤0.01% 6225
2015
Q4 		– Sell
-17,865
Closed -$1.13M – 6108
2015
Q3 		$1.13M Buy
17,865
+794
+5% +$54.1K ﹤0.01% 2597
2015
Q2 		$1.19M Sell
17,071
-7,595
-31% -$552K ﹤0.01% 2730
2015
Q1 		$1.73M Buy
24,666
+9,850
+66% +$673K ﹤0.01% 2456
2014
Q4 		$962K Sell
14,816
-9,383
-39% -$629K ﹤0.01% 3248
2014
Q3 		$1.65M Buy
24,199
+1,668
+7% +$118K ﹤0.01% 2856
2014
Q2 		$1.62M Hold
22,531
– – ﹤0.01% 2822
2014
Q1 		$1.58M Buy
22,531
+5,405
+32% +$378K ﹤0.01% 2784
2013
Q4 		$1.22M Buy
17,126
+2,558
+18% +$177K ﹤0.01% 3171
2013
Q3 		$991K Buy
14,568
+434
+3% +$28.5K ﹤0.01% 3361
2013
Q2 		$873K Buy
+14,134
New +$913K ﹤0.01% 3558

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
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

Barclays's EFG Position: Q2 2024 in Review

Barclays sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 9,260 shares — an estimated $961K sold.

Barclays first reported a position in EFG in Q2 2013 and held it in 21 quarters. The position peaked at $3.75M in Q1 2021. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Barclays reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Barclays sold 9,260 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $961K.
  • Barclays first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 21 quarters.
  • Barclays's iShares MSCI EAFE Growth ETF position peaked at $3.75M in Q1 2021.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Barclays's 13F filing for Q2 2024, filed 14 Aug 2024.