CP
EFG icon

Castleview Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Castleview Partners’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
Q3 		– Sell
-70
Closed -$7.16K – 642
2024
Q2 		$7.16K Hold
70
– – ﹤0.01% 573
2024
Q1 		$7.26K Hold
70
– – ﹤0.01% 562
2023
Q4 		$6.78K Buy
+70
New +$6.27K ﹤0.01% 549
2022
Q1 		– Sell
-143,928
Closed -$1.3K – 794
2021
Q4 		$1.3K Buy
+143,928
New +$15.8M 0.01% 349

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 $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Castleview Partners's EFG Position: Q3 2024 in Review

Castleview Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 70 shares — an estimated $7.16K sold.

Castleview Partners first reported a position in EFG in Q4 2021 and held it in 4 quarters. The position peaked at $7.26K in Q1 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Castleview Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 70 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $7.16K.
  • Castleview Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 4 quarters.
  • Castleview Partners's iShares MSCI EAFE Growth ETF position peaked at $7.26K in Q1 2024.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.