Chris Bulman’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Chris Bulman’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 Q3	–	Sell	-617	Closed	-$63.1K	–	203
2024 Q2	$63.1K	Buy	+617	New	+$63.1K	0.04%	201

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Chris Bulman's EFG Position: Q3 2024 in Review

Chris Bulman sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 617 shares — an estimated $63.1K sold.

Chris Bulman first reported a position in EFG in Q2 2024 and held it in 1 quarter. The position peaked at $63.1K in Q2 2024. 915 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Chris Bulman reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 617 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $63.1K.
Chris Bulman first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares MSCI EAFE Growth ETF position peaked at $63.1K in Q2 2024.
915 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.