Columbus Macro’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Columbus Macro’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
2023 Q3	–	Sell	-2,296	Closed	-$219K	–	160
2023 Q2	$219K	Buy	+2,296	New	+$218K	0.09%	151

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Columbus Macro's EFG Position: Q3 2023 in Review

Columbus Macro sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 2,296 shares — an estimated $219K sold.

Columbus Macro first reported a position in EFG in Q2 2023 and held it in 1 quarter. The position peaked at $219K in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

Columbus Macro reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
Columbus Macro sold 2,296 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $219K.
Columbus Macro first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 1 quarter.
Columbus Macro's iShares MSCI EAFE Growth ETF position peaked at $219K in Q2 2023.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Columbus Macro's 13F filing for Q3 2023, filed 16 Oct 2023.