CoreFirst Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CoreFirst Bank & Trust’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 Q2	–	Sell	-89	Closed	-$9.24K	–	184
2024 Q1	$9.24K	Hold	89	–	–	0.01%	314
2023 Q4	$8.62K	Hold	89	–	–	0.01%	315
2023 Q3	$7.68K	Hold	89	–	–	0.01%	339
2023 Q2	$8.49K	Hold	89	–	–	0.01%	317
2023 Q1	$8.34K	Sell	89 -750	-89%	-$67.5K	0.01%	319
2022 Q4	$70.3K	Buy	839 +750	+843%	+$60.6K	0.05%	206
2022 Q3	$6K	Hold	89	–	–	0.01%	349
2022 Q2	$7K	Hold	89	–	–	0.01%	347
2022 Q1	$9K	Hold	89	–	–	0.01%	353
2021 Q4	$10K	Hold	89	–	–	0.01%	374
2021 Q3	$9K	Hold	89	–	–	0.01%	394
2021 Q2	$10K	Hold	89	–	–	0.01%	392
2021 Q1	$9K	Hold	89	–	–	0.01%	393
2020 Q4	$9K	Buy	+89	New	+$8.42K	0.01%	367

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

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

CoreFirst Bank & Trust's EFG Position: Q2 2024 in Review

CoreFirst Bank & Trust sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 89 shares — an estimated $9.24K sold.

CoreFirst Bank & Trust first reported a position in EFG in Q4 2020 and held it in 14 quarters. The position peaked at $70.3K in Q4 2022. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

CoreFirst Bank & Trust reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
CoreFirst Bank & Trust sold 89 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $9.24K.
CoreFirst Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 14 quarters.
CoreFirst Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $70.3K in Q4 2022.
871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2024, filed 14 Aug 2024.