Claraphi Advisory Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Claraphi Advisory Network’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
2021 Q2	–	Sell	-2,033	Closed	-$204K	–	324
2021 Q1	$204K	Buy	+2,033	New	+$207K	0.06%	288
2020 Q2	–	Sell	-156	Closed	-$11K	–	520
2020 Q1	$11K	Buy	+156	New	+$12.6K	0.01%	751
2019 Q4	–	Sell	-12	Closed	-$1K	–	238
2019 Q3	$1K	Buy	+12	New	+$960	﹤0.01%	388

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

Claraphi Advisory Network's EFG Position: Q2 2021 in Review

Claraphi Advisory Network sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2021, closing a stake of 2,033 shares — an estimated $204K sold.

Claraphi Advisory Network first reported a position in EFG in Q3 2019 and held it in 3 quarters. The position peaked at $204K in Q1 2021. 615 funds tracked by Wall St. Rank hold EFG as of Q2 2021.

Claraphi Advisory Network reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2021 after selling out during the quarter.
Claraphi Advisory Network sold 2,033 iShares MSCI EAFE Growth ETF shares in Q2 2021, an estimated $204K.
Claraphi Advisory Network first reported a position in iShares MSCI EAFE Growth ETF in Q3 2019 and held it in 3 quarters.
Claraphi Advisory Network's iShares MSCI EAFE Growth ETF position peaked at $204K in Q1 2021.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2021.

Based on Claraphi Advisory Network's 13F filing for Q2 2021, filed 16 Aug 2021.