Burt Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Burt Wealth Advisors’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
2022 Q1	–	Sell	-4,000	Closed	-$441K	–	102
2021 Q4	$441K	Hold	4,000	–	–	0.14%	52
2021 Q3	$426K	Hold	4,000	–	–	0.14%	54
2021 Q2	$429K	Hold	4,000	–	–	0.15%	50
2021 Q1	$402K	Hold	4,000	–	–	0.15%	54
2020 Q4	$404K	Hold	4,000	–	–	0.14%	54
2020 Q3	$360K	Hold	4,000	–	–	0.13%	53
2020 Q2	$332K	Hold	4,000	–	–	0.13%	55
2020 Q1	$284K	Hold	4,000	–	–	0.13%	61
2019 Q4	$346K	Hold	4,000	–	–	0.14%	58
2019 Q3	$322K	Hold	4,000	–	–	0.13%	59
2019 Q2	$323K	Hold	4,000	–	–	0.14%	58
2019 Q1	$310K	Sell	4,000 -1,000	-20%	-$74.2K	0.14%	59
2018 Q4	$345K	Buy	5,000 +1,000	+25%	+$72.9K	0.16%	57
2018 Q3	$320K	Hold	4,000	–	–	0.15%	58
2018 Q2	$315K	Hold	4,000	–	–	0.15%	56
2018 Q1	$321K	Hold	4,000	–	–	0.16%	52
2017 Q4	$323K	Hold	4,000	–	–	0.2%	54
2017 Q3	$310K	Hold	4,000	–	–	0.2%	52
2017 Q2	$295K	Hold	4,000	–	–	0.2%	49
2017 Q1	$278K	Hold	4,000	–	–	0.2%	53
2016 Q4	$255K	Hold	4,000	–	–	0.23%	56
2016 Q3	$273K	Hold	4,000	–	–	0.29%	48
2016 Q2	$261K	Hold	4,000	–	–	0.29%	45
2016 Q1	$263K	Hold	4,000	–	–	0.24%	49
2015 Q4	$268K	Hold	4,000	–	–	0.21%	51
2015 Q3	$255K	Hold	4,000	–	–	0.32%	39
2015 Q2	$279K	Hold	4,000	–	–	0.3%	45
2015 Q1	$280K	Hold	4,000	–	–	0.29%	38
2014 Q4	$263K	Buy	+4,000	New	+$268K	0.28%	46

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burt Wealth Advisors's EFG Position: Q1 2022 in Review

Burt Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 4,000 shares — an estimated $441K sold.

Burt Wealth Advisors first reported a position in EFG in Q4 2014 and held it in 29 quarters. The position peaked at $441K in Q4 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

Burt Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
Burt Wealth Advisors sold 4,000 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $441K.
Burt Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and held it in 29 quarters.
Burt Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $441K in Q4 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Burt Wealth Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.