Boston Financial Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Boston Financial 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 Q4	$482K	Hold	4,981	–	–	0.01%	244
2024 Q3	$536K	Sell	4,981 -1	-0%	-$104	0.02%	234
2024 Q2	$510K	Hold	4,982	–	–	0.02%	238
2024 Q1	$517K	Sell	4,982 -561	-10%	-$55.8K	0.02%	245
2023 Q4	$537K	Buy	5,543 +656	+13%	+$58.8K	0.02%	233
2023 Q3	$422K	Sell	4,887 -200	-4%	-$18.4K	0.02%	236
2023 Q2	$485K	Buy	5,087 +260	+5%	+$24.7K	0.02%	236
2023 Q1	$452K	Sell	4,827 -523	-10%	-$47K	0.02%	232
2022 Q4	$448K	Buy	5,350 +1,625	+44%	+$131K	0.02%	232
2022 Q3	$270K	Buy	+3,725	New	+$304K	0.01%	269

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.88B AUM 29.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Boston Financial Management's EFG Position: Q4 2024 in Review

Boston Financial Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q4 2024 at 4,981 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #244.

Boston Financial Management first reported a position in EFG in Q3 2022 and has held it in 10 quarters since. The position peaked at $537K in Q4 2023. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

Boston Financial Management held 4,981 shares of iShares MSCI EAFE Growth ETF worth $482K as of Q4 2024.
Boston Financial Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q4 2024.
iShares MSCI EAFE Growth ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #244 holding.
Boston Financial Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 10 quarters since.
Boston Financial Management's iShares MSCI EAFE Growth ETF position peaked at $537K in Q4 2023.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.