CCA
EFG icon

Criterion Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Criterion Capital Advisors’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
Q4 		$206K Hold
2,012
– – 0.13% 77
2024
Q3 		$206K Hold
2,012
– – 0.13% 77
2024
Q2 		$206K Buy
2,012
+182
+10% +$18.6K 0.13% 77
2024
Q1 		$190K Sell
1,830
-1
-0.1% -$100 0.13% 75
2023
Q4 		$177K Buy
+1,831
New +$164K 0.13% 79

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Criterion Capital Advisors's EFG Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q4 2024 at 2,012 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #77.

Criterion Capital Advisors first reported a position in EFG in Q4 2023 and has held it in 5 quarters since. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Criterion Capital Advisors held 2,012 shares of iShares MSCI EAFE Growth ETF worth $206K as of Q4 2024.
  • Criterion Capital Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE Growth ETF made up 0.13% of Criterion Capital Advisors's portfolio in Q4 2024, its #77 holding.
  • Criterion Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.