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

Boston Mountain Money 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 Q3	$314K	Buy	+2,916	New	+$303K	0.18%	43

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

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

Boston Mountain Money Management's EFG Position: Q3 2024 in Review

Boston Mountain Money Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2024: 2,916 shares worth $314K. The stake represents 0.18% of the portfolio and ranks #43 among its holdings.

913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Boston Mountain Money Management held 2,916 shares of iShares MSCI EAFE Growth ETF worth $314K as of Q3 2024.
iShares MSCI EAFE Growth ETF was a new Boston Mountain Money Management position in Q3 2024.
iShares MSCI EAFE Growth ETF made up 0.18% of Boston Mountain Money Management's portfolio in Q3 2024, its #43 holding.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.