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Emerson Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Emerson Wealth’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
2022
Q2 		$25K Hold
311
– – 0.02% 44
2022
Q1 		$30K Hold
311
– – 0.02% 42
2021
Q4 		$34K Hold
311
– – 0.02% 35
2021
Q3 		$33K Hold
311
– – 0.02% 29
2021
Q2 		$33K Hold
311
– – 0.02% 30
2021
Q1 		$31K Buy
+311
New +$31.6K 0.02% 29

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Emerson Wealth's EFG Position: Q2 2022 in Review

Emerson Wealth held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2022 at 311 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #44.

Emerson Wealth first reported a position in EFG in Q1 2021 and has held it in 6 quarters since. The position peaked at $34K in Q4 2021. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • Emerson Wealth held 311 shares of iShares MSCI EAFE Growth ETF worth $25K as of Q2 2022.
  • Emerson Wealth left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2022.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Emerson Wealth's portfolio in Q2 2022, its #44 holding.
  • Emerson Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 6 quarters since.
  • Emerson Wealth's iShares MSCI EAFE Growth ETF position peaked at $34K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.