EisnerAmper Wealth Management Corporate Benefits’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$5.7M	Sell	58,861 -2,469	-4%	-$221K	2.08%	14
2023 Q3	$5.29M	Buy	61,330 +57,744	+1,610%	+$5.32M	2.36%	14
2023 Q2	$342K	Buy	+3,586	New	+$341K	0.16%	42

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's EFG Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4% in Q4 2023, selling an estimated $221K and leaving 58,861 shares worth $5.7M. The position accounts for 2.08% of the portfolio, ranked #14.

EisnerAmper Wealth Management Corporate Benefits first reported a position in EFG in Q2 2023 and has held it in 3 quarters since. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 58,861 shares of iShares MSCI EAFE Growth ETF worth $5.7M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 2,469 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $221K.
iShares MSCI EAFE Growth ETF made up 2.08% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #14 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 3 quarters since.
846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.