Chilton Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Chilton Capital 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
2024 Q1	–	Sell	-186	Closed	-$18K	–	619
2023 Q4	$18K	Hold	186	–	–	﹤0.01%	435
2023 Q3	$16.1K	Hold	186	–	–	﹤0.01%	405
2023 Q2	$17.7K	Hold	186	–	–	﹤0.01%	414
2023 Q1	$17.4K	Buy	+186	New	+$16.7K	﹤0.01%	424
2022 Q3	–	Sell	-186	Closed	-$15K	–	329
2022 Q2	$15K	Buy	+186	New	+$16.2K	﹤0.01%	421
2022 Q1	–	Sell	-337	Closed	-$37K	–	334
2021 Q4	$37K	Buy	+337	New	+$36.9K	﹤0.01%	361

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Chilton Capital Management's EFG Position: Q1 2024 in Review

Chilton Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 186 shares — an estimated $18K sold.

Chilton Capital Management first reported a position in EFG in Q4 2021 and held it in 6 quarters. The position peaked at $37K in Q4 2021. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Chilton Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
Chilton Capital Management sold 186 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $18K.
Chilton Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 6 quarters.
Chilton Capital Management's iShares MSCI EAFE Growth ETF position peaked at $37K in Q4 2021.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Chilton Capital Management's 13F filing for Q1 2024, filed 7 May 2024.