Caitlin John’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Caitlin John’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 Q1	–	Sell	-14	Closed	-$1.36K	–	901
2023 Q4	$1.36K	Buy	+14	New	+$1.25K	﹤0.01%	733

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Caitlin John's EFG Position: Q1 2024 in Review

Caitlin John sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 14 shares — an estimated $1.36K sold.

Caitlin John first reported a position in EFG in Q4 2023 and held it in 1 quarter. The position peaked at $1.36K in Q4 2023. 853 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Caitlin John reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
Caitlin John sold 14 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $1.36K.
Caitlin John first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 1 quarter.
Caitlin John's iShares MSCI EAFE Growth ETF position peaked at $1.36K in Q4 2023.
853 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.