Cascadia Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$2.59M	Buy	24,349 +3,712	+18%	+$409K	0.53%	73
2021 Q2	$2.21M	Buy	20,637 +180	+0.9%	+$19.1K	0.48%	83
2021 Q1	$2.06M	Buy	+20,457	New	+$2.08M	0.46%	76
2020 Q3	$1.49M	Sell	16,572 -3,263	-16%	-$289K	0.42%	71
2020 Q2	$1.65M	Buy	+19,835	New	+$1.55M	0.5%	74

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cascadia Advisory Services's EFG Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 18% in Q3 2021, buying an estimated $409K and bringing the position to 24,349 shares worth $2.59M. The position accounts for 0.53% of the portfolio, ranked #73.

Cascadia Advisory Services first reported a position in EFG in Q2 2020 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold EFG as of Q3 2021.

Cascadia Advisory Services held 24,349 shares of iShares MSCI EAFE Growth ETF worth $2.59M as of Q3 2021.
Cascadia Advisory Services bought 3,712 iShares MSCI EAFE Growth ETF shares in Q3 2021, an estimated $409K.
iShares MSCI EAFE Growth ETF made up 0.53% of Cascadia Advisory Services's portfolio in Q3 2021, its #73 holding.
Cascadia Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.