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

CSM 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
Q2 		– Sell
-128,100
Closed -$13.3M – 129
2024
Q1 		$13.3M Buy
+128,100
New +$12.8M 0.87% 32

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CSM Advisors's EFG Position: Q2 2024 in Review

CSM Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 128,100 shares — an estimated $13.3M sold.

CSM Advisors first reported a position in EFG in Q1 2024 and held it in 1 quarter. The position peaked at $13.3M in Q1 2024. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • CSM Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • CSM Advisors sold 128,100 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $13.3M.
  • CSM Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and held it in 1 quarter.
  • CSM Advisors's iShares MSCI EAFE Growth ETF position peaked at $13.3M in Q1 2024.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on CSM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.