CDH
EFG icon

Charles D. Hyman’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Charles D. Hyman’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 		$5.25M Sell
67,088
-105
-0.2% -$10.7K 0.29% 57
2024
Q1 		$5.37M Buy
67,193
+600
+0.9% +$59.7K 0.3% 59
2023
Q4 		$5.02M Buy
66,593
+1,000
+2% +$89.6K 0.3% 57
2023
Q3 		$4.52M Buy
65,593
+2,050
+3% +$189K 0.29% 59
2023
Q2 		$4.61M Buy
63,543
+465
+0.7% +$44.2K 0.29% 61
2023
Q1 		$4.51M Sell
63,078
-150
-0.2% -$13.5K 0.3% 60
2022
Q4 		$4.15M Buy
63,228
+400
+0.6% +$32.3K 0.28% 65
2022
Q3 		$3.52M Buy
62,828
+46,000
+273% +$3.75M 0.27% 68
2022
Q2 		$1.05M Buy
16,828
+700
+4% +$60.8K 0.08% 108
2022
Q1 		$1.19M Sell
16,128
-90
-0.6% -$8.85K 0.07% 113
2021
Q4 		$1.28M Sell
16,218
-600
-4% -$65.7K 0.08% 113
2021
Q3 		$1.31M Sell
16,818
-75
-0.4% -$8.26K 0.09% 107
2021
Q2 		$1.33M Sell
16,893
-100
-0.6% -$10.6K 0.09% 106
2021
Q1 		$1.29M Hold
16,993
– – 0.09% 107
2020
Q4 		$1.24M Sell
16,993
-558
-3% -$52.8K 0.1% 106
2020
Q3 		$1.12M Hold
17,551
– – 0.1% 106
2020
Q2 		$1.07M Hold
17,551
– – 0.1% 100
2020
Q1 		$938K Sell
17,551
-4,625
-21% -$375K 0.12% 89
2019
Q4 		$1.54M Sell
22,176
-325
-1% -$27.1K 0.15% 83
2019
Q3 		$1.47M Sell
22,501
-4,163
-16% -$333K 0.15% 83
2019
Q2 		$1.75M Buy
26,664
+870
+3% +$68.7K 0.18% 79
2019
Q1 		$1.67M Sell
25,794
-175
-0.7% -$13K 0.17% 85
2018
Q4 		$1.53M Sell
25,969
-152
-0.6% -$11.1K 0.18% 83
2018
Q3 		$1.78M Buy
26,121
+26
+0.1% +$2.07K 0.18% 83
2018
Q2 		$1.75M Buy
26,095
+2,253
+9% +$183K 0.2% 81
2018
Q1 		$1.66M Buy
23,842
+1,800
+8% +$147K 0.19% 80
2017
Q4 		$1.55M Buy
22,042
+1,700
+8% +$135K 0.18% 82
2017
Q3 		$1.39M Sell
20,342
-200
-1% -$15.2K 0.17% 82
2017
Q2 		$1.34M Buy
20,542
+4,150
+25% +$303K 0.17% 81
2017
Q1 		$1.02M Buy
16,392
+1,000
+6% +$67K 0.14% 86
2016
Q4 		$889K Buy
15,392
+1,700
+12% +$110K 0.13% 94
2016
Q3 		$810K Buy
13,692
+897
+7% +$60.5K 0.12% 91
2016
Q2 		$714K Hold
12,795
– – 0.11% 93
2016
Q1 		$731K Sell
12,795
-2,000
-14% -$126K 0.12% 91
2015
Q4 		$869K Buy
14,795
+1,700
+13% +$115K 0.14% 86
2015
Q3 		$751K Hold
13,095
– – 0.13% 91
2015
Q2 		$831K Buy
13,095
+500
+4% +$36.3K 0.13% 91
2015
Q1 		$808K Sell
12,595
-750
-6% -$51.3K 0.13% 91
2014
Q4 		$812K Hold
13,345
– – 0.13% 91
2014
Q3 		$856K Buy
13,345
+2,425
+22% +$171K 0.14% 91
2014
Q2 		$747K Buy
+10,920
New +$786K 0.13% 96

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

Charles D. Hyman's EFG Position: Q2 2024 in Review

Charles D. Hyman reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.16% in Q2 2024, selling an estimated $10.7K and leaving 67,088 shares worth $5.25M. The position accounts for 0.29% of the portfolio, ranked #57.

Charles D. Hyman first reported a position in EFG in Q2 2014 and has held it in 41 quarters since. The position peaked at $5.37M in Q1 2024. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Charles D. Hyman held 67,088 shares of iShares MSCI EAFE Growth ETF worth $5.25M as of Q2 2024.
  • Charles D. Hyman sold 105 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $10.7K.
  • iShares MSCI EAFE Growth ETF made up 0.29% of Charles D. Hyman's portfolio in Q2 2024, its #57 holding.
  • Charles D. Hyman first reported a position in iShares MSCI EAFE Growth ETF in Q2 2014 and has held it in 41 quarters since.
  • Charles D. Hyman's iShares MSCI EAFE Growth ETF position peaked at $5.37M in Q1 2024.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.