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Cutler Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cutler Group’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
Q1 		– Sell
-1,500
Closed -$49.8K – 2593
2023
Q4 		$48K Buy
+1,500
New +$44.8K ﹤0.01% 1475
2023
Q1 		– Sell
-1,500
Closed -$41K – 4019
2022
Q4 		$41K Buy
1,500
+300
+25% +$8.08K ﹤0.01% 1712
2022
Q3 		$29K Buy
+1,200
New +$32.6K ﹤0.01% 2322
2019
Q1 		– Sell
-600
Closed -$13K – 4199
2018
Q4 		$13K Buy
+600
New +$14.6K ﹤0.01% 2380

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cutler Group's EFG Position: Q1 2024 in Review

Cutler Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 1,500 shares — an estimated $49.8K sold.

Cutler Group first reported a position in EFG in Q4 2018 and held it in 4 quarters. The position peaked at $48K in Q4 2023. 853 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • Cutler Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 1,500 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $49.8K.
  • Cutler Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 4 quarters.
  • Cutler Group's iShares MSCI EAFE Growth ETF position peaked at $48K in Q4 2023.
  • 853 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.