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

Centerpoint 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
2024
Q2 		– Sell
-4
Closed – – 445
2024
Q1 		$0 Hold
4
– – ﹤0.01% 436
2023
Q4 		$0 Sell
4
-56
-93% -$5.02K ﹤0.01% 476
2023
Q3 		$5K Hold
60
– – ﹤0.01% 381
2023
Q2 		$6K Buy
60
+4
+7% +$381 ﹤0.01% 380
2023
Q1 		$5K Hold
56
– – ﹤0.01% 389
2022
Q4 		$5K Buy
+56
New +$4.53K ﹤0.01% 346

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Centerpoint Advisors's EFG Position: Q2 2024 in Review

Centerpoint Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 4 shares.

Centerpoint Advisors first reported a position in EFG in Q4 2022 and held it in 6 quarters. The position peaked at $6K in Q2 2023. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Centerpoint Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 4 iShares MSCI EAFE Growth ETF shares in Q2 2024.
  • Centerpoint Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 6 quarters.
  • Centerpoint Advisors's iShares MSCI EAFE Growth ETF position peaked at $6K in Q2 2023.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Centerpoint Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.