BFG
EFG icon

Buttonwood Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Buttonwood Financial 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
2023
Q3 		– Sell
-2,270
Closed -$217K – 29
2023
Q2 		$217K Buy
+2,270
New +$216K 0.19% 25

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JP Morgan Chase
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Morgan Stanley
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Bank of America
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BlackRock
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Buttonwood Financial Group's EFG Position: Q3 2023 in Review

Buttonwood Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 2,270 shares — an estimated $217K sold.

Buttonwood Financial Group first reported a position in EFG in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • Buttonwood Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Buttonwood Financial Group sold 2,270 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $217K.
  • Buttonwood Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 1 quarter.
  • Buttonwood Financial Group's iShares MSCI EAFE Growth ETF position peaked at $217K in Q2 2023.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Buttonwood Financial Group's 13F filing for Q3 2023, filed 31 Oct 2023.