DMKJ
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David M. Knott Jr’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

David M. Knott Jr’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
Q4 		– Sell
-252
Closed -$22K – 119
2023
Q3 		$22K Hold
252
– – 0.01% 104
2023
Q2 		$24K Hold
252
– – 0.01% 103
2023
Q1 		$24K Hold
252
– – 0.01% 102
2022
Q4 		$21K Hold
252
– – 0.01% 123
2022
Q3 		$18K Hold
252
– – 0.01% 138
2022
Q2 		$20K Buy
+252
New +$21.9K 0.01% 137

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

David M. Knott Jr's EFG Position: Q4 2023 in Review

David M. Knott Jr sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 252 shares — an estimated $22K sold.

David M. Knott Jr first reported a position in EFG in Q2 2022 and held it in 6 quarters. The position peaked at $24K in Q2 2023. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

  • David M. Knott Jr reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
  • David M. Knott Jr sold 252 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $22K.
  • David M. Knott Jr first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 6 quarters.
  • David M. Knott Jr's iShares MSCI EAFE Growth ETF position peaked at $24K in Q2 2023.
  • 846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on David M. Knott Jr's 13F filing for Q4 2023, filed 13 Feb 2024.