BAMG
EFG icon

Brand Asset Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brand Asset Management Group’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
2026
Q1 		$291K Buy
+2,609
New +$307K 0.08% 151
2021
Q2 		– Sell
-861
Closed -$86K – 120
2021
Q1 		$86K Sell
861
-784
-48% -$79.7K 0.04% 107
2020
Q4 		$166K Hold
1,645
– – 0.09% 74
2020
Q3 		$148K Hold
1,645
– – 0.09% 74
2020
Q2 		$137K Hold
1,645
– – 0.09% 73
2020
Q1 		$117K Hold
1,645
– – 0.09% 74
2019
Q4 		$142K Hold
1,645
– – 0.09% 78
2019
Q3 		$132K Hold
1,645
– – 0.09% 79
2019
Q2 		$133K Hold
1,645
– – 0.09% 78
2019
Q1 		$127K Hold
1,645
– – 0.09% 74
2018
Q4 		$114K Hold
1,645
– – 0.09% 74
2018
Q3 		$132K Hold
1,645
– – 0.1% 75
2018
Q2 		$130K Buy
+1,645
New +$133K 0.1% 79

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JP Morgan Chase
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NAMI
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Cetera Investment Advisers
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PAS
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return