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

BDO 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
2023
Q2 		$729K Sell
7,639
-95
-1% -$9.04K 0.08% 153
2023
Q1 		$725K Buy
7,734
+2,874
+59% +$258K 0.09% 146
2022
Q4 		$407K Buy
4,860
+2,130
+78% +$172K 0.05% 190
2022
Q3 		$198K Buy
2,730
+1,355
+99% +$111K 0.03% 248
2022
Q2 		$111K Sell
1,375
-5
-0.4% -$434 0.01% 314
2022
Q1 		$133K Sell
1,380
-280
-17% -$27.5K 0.01% 305
2021
Q4 		$183K Buy
1,660
+8
+0.5% +$876 0.02% 288
2021
Q3 		$176K Buy
1,652
+282
+21% +$31K 0.02% 300
2021
Q2 		$147K Sell
1,370
-1,091
-44% -$116K 0.02% 331
2021
Q1 		$247K Sell
2,461
-225
-8% -$22.9K 0.03% 256
2020
Q4 		$271K Sell
2,686
-629
-19% -$59.5K 0.04% 209
2020
Q3 		$298K Hold
3,315
– – 0.05% 177
2020
Q2 		$276K Buy
3,315
+20
+0.6% +$1.56K 0.05% 184
2020
Q1 		$234K Sell
3,295
-494
-13% -$40K 0.05% 191
2019
Q4 		$328K Buy
3,789
+9
+0.2% +$751 0.08% 142
2019
Q3 		$304K Hold
3,780
– – 0.08% 153
2019
Q2 		$305K Sell
3,780
-32
-0.8% -$2.53K 0.08% 146
2019
Q1 		$295K Sell
3,812
-125
-3% -$9.27K 0.09% 140
2018
Q4 		$272K Sell
3,937
-1,068
-21% -$77.8K 0.09% 126
2018
Q3 		$401K Sell
5,005
-304
-6% -$24.2K 0.13% 104
2018
Q2 		$418K Sell
5,309
-527
-9% -$42.7K 0.14% 102
2018
Q1 		$469K Buy
+5,836
New +$477K 0.18% 88
2017
Q3 		– Sell
-5,462
Closed -$404K – 470
2017
Q2 		$404K Buy
+5,462
New +$399K 0.18% 92

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BDO Wealth Advisors's EFG Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q2 2023, selling an estimated $9.04K and leaving 7,639 shares worth $729K. The position accounts for 0.08% of the portfolio, ranked #153.

BDO Wealth Advisors first reported a position in EFG in Q2 2017 and has held it in 23 quarters since. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

  • BDO Wealth Advisors held 7,639 shares of iShares MSCI EAFE Growth ETF worth $729K as of Q2 2023.
  • BDO Wealth Advisors sold 95 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $9.04K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of BDO Wealth Advisors's portfolio in Q2 2023, its #153 holding.
  • BDO Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 23 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.