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CFO4Life’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CFO4Life’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
2022
Q4 		$6.33M Buy
+75,557
New +$6.11M 1.35% 18

Other funds holding EFG

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
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

CFO4Life's EFG Position: Q4 2022 in Review

CFO4Life opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2022: 75,557 shares worth $6.33M. The stake represents 1.35% of the portfolio and ranks #18 among its holdings.

762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • CFO4Life held 75,557 shares of iShares MSCI EAFE Growth ETF worth $6.33M as of Q4 2022.
  • iShares MSCI EAFE Growth ETF was a new CFO4Life position in Q4 2022.
  • iShares MSCI EAFE Growth ETF made up 1.35% of CFO4Life's portfolio in Q4 2022, its #18 holding.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.