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Benedetti & Gucer’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Benedetti & Gucer’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 		$1.58M Buy
15,243
+229
+2% +$22.8K 0.79% 24
2023
Q4 		$1.45M Buy
15,014
+1,651
+12% +$148K 0.76% 27
2023
Q3 		$1.15M Buy
13,363
+876
+7% +$80.8K 0.63% 33
2023
Q2 		$1.2M Buy
12,487
+373
+3% +$35.5K 0.62% 36
2023
Q1 		$1.14M Buy
12,114
+120
+1% +$10.8K 0.65% 31
2022
Q4 		$1M Sell
11,994
-486
-4% -$39.3K 0.74% 28
2022
Q3 		$906K Sell
12,480
-384
-3% -$31.3K 0.71% 30
2022
Q2 		$1.05M Buy
12,864
+742
+6% +$64.4K 0.71% 33
2022
Q1 		$1.17M Buy
12,122
+260
+2% +$25.6K 0.78% 27
2021
Q4 		$1.31M Buy
11,862
+143
+1% +$15.7K 0.89% 24
2021
Q3 		$1.25M Buy
11,719
+626
+6% +$68.9K 0.95% 23
2021
Q2 		$1.19M Buy
11,093
+585
+6% +$62.2K 1.07% 17
2021
Q1 		$1.05M Buy
+10,508
New +$1.07M 0.97% 20

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

Benedetti & Gucer's EFG Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.5% in Q1 2024, buying an estimated $22.8K and bringing the position to 15,243 shares worth $1.58M. The position accounts for 0.79% of the portfolio, ranked #24.

Benedetti & Gucer first reported a position in EFG in Q1 2021 and has held it in 13 quarters since. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • Benedetti & Gucer held 15,243 shares of iShares MSCI EAFE Growth ETF worth $1.58M as of Q1 2024.
  • Benedetti & Gucer bought 229 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $22.8K.
  • iShares MSCI EAFE Growth ETF made up 0.79% of Benedetti & Gucer's portfolio in Q1 2024, its #24 holding.
  • Benedetti & Gucer first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 13 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.