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Buckingham Strategic Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$4.73M Sell
46,190
-210
-0.5% -$21.5K 0.05% 148
2024
Q1 		$4.82M Buy
46,400
+298
+0.6% +$29.7K 0.05% 150
2023
Q4 		$4.46M Sell
46,102
-101
-0.2% -$9.05K 0.05% 147
2023
Q3 		$3.99M Buy
46,203
+552
+1% +$50.9K 0.06% 146
2023
Q2 		$4.36M Sell
45,651
-2,545
-5% -$242K 0.06% 142
2023
Q1 		$4.04M Hold
48,196
– – 0.07% 126
2022
Q4 		$4.04M Sell
48,196
-798
-2% -$64.5K 0.07% 126
2022
Q3 		$3.56M Sell
48,994
-623
-1% -$50.8K 0.07% 125
2022
Q2 		$3.99M Buy
49,617
+623
+1% +$54.1K 0.08% 123
2022
Q1 		$4.72M Sell
48,994
-131
-0.3% -$12.9K 0.09% 111
2021
Q4 		$5.42M Sell
49,125
-2
-0% -$219 0.1% 100
2021
Q3 		$5.23M Sell
49,127
-390
-0.8% -$42.9K 0.11% 103
2021
Q2 		$5.31M Buy
49,517
+280
+0.6% +$29.8K 0.13% 98
2021
Q1 		$4.95M Sell
49,237
-2,771
-5% -$282K 0.24% 90
2020
Q4 		$5.25M Buy
+52,008
New +$4.92M 0.28% 84
2019
Q2 		– Sell
-3,595
Closed -$278K – 441
2019
Q1 		$278K Buy
+3,595
New +$267K 0.04% 327

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Buckingham Strategic Wealth's EFG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.45% in Q2 2024, selling an estimated $21.5K and leaving 46,190 shares worth $4.73M. The position accounts for 0.05% of the portfolio, ranked #148.

Buckingham Strategic Wealth first reported a position in EFG in Q1 2019 and has held it in 16 quarters since. The position peaked at $5.42M in Q4 2021. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Buckingham Strategic Wealth held 46,190 shares of iShares MSCI EAFE Growth ETF worth $4.73M as of Q2 2024.
  • Buckingham Strategic Wealth sold 210 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $21.5K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #148 holding.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's iShares MSCI EAFE Growth ETF position peaked at $5.42M in Q4 2021.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.