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Dynamic Advisor Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-3,768
Closed -$406K – 705
2024
Q3 		$406K Sell
3,768
-7,902
-68% -$820K 0.01% 662
2024
Q2 		$1.19M Buy
11,670
+8,433
+261% +$862K 0.04% 416
2024
Q1 		$336K Buy
3,237
+253
+8% +$25.2K 0.01% 722
2023
Q4 		$281K Sell
2,984
-185
-6% -$16.6K 0.01% 740
2023
Q3 		$273K Buy
3,169
+195
+7% +$18K 0.01% 683
2023
Q2 		$284K Sell
2,974
-686
-19% -$65.3K 0.01% 644
2023
Q1 		$343K Sell
3,660
-2,021
-36% -$182K 0.02% 565
2022
Q4 		$476K Sell
5,681
-3,049
-35% -$246K 0.03% 456
2022
Q3 		$633K Buy
8,730
+1,582
+22% +$129K 0.05% 339
2022
Q2 		$575K Buy
7,148
+1,327
+23% +$115K 0.04% 358
2022
Q1 		$560K Buy
+5,821
New +$572K 0.04% 416
2021
Q4 		– Sell
-8,662
Closed -$922K – 736
2021
Q3 		$922K Buy
8,662
+2,571
+42% +$283K 0.07% 306
2021
Q2 		$653K Buy
6,091
+712
+13% +$75.7K 0.05% 368
2021
Q1 		$540K Sell
5,379
-120
-2% -$12.2K 0.05% 363
2020
Q4 		$555K Sell
5,499
-349
-6% -$33K 0.05% 345
2020
Q3 		$526K Buy
+5,848
New +$518K 0.06% 300

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

Dynamic Advisor Solutions's EFG Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 3,768 shares — an estimated $406K sold.

Dynamic Advisor Solutions first reported a position in EFG in Q3 2020 and held it in 16 quarters. The position peaked at $1.19M in Q2 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,768 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $406K.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 16 quarters.
  • Dynamic Advisor Solutions's iShares MSCI EAFE Growth ETF position peaked at $1.19M in Q2 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.