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Cherrydale Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cherrydale Wealth Management’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
Q2 		– Sell
-4,633
Closed -$446K – 38
2022
Q1 		$446K Sell
4,633
-6,915
-60% -$680K 0.33% 25
2021
Q4 		$1.27M Buy
+11,548
New +$1.26M 0.96% 16

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cherrydale Wealth Management's EFG Position: Q2 2022 in Review

Cherrydale Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2022, closing a stake of 4,633 shares — an estimated $446K sold.

Cherrydale Wealth Management first reported a position in EFG in Q4 2021 and held it in 2 quarters. The position peaked at $1.27M in Q4 2021. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • Cherrydale Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Cherrydale Wealth Management sold 4,633 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $446K.
  • Cherrydale Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 2 quarters.
  • Cherrydale Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.27M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on Cherrydale Wealth Management's 13F filing for Q2 2022, filed 7 Jul 2022.