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

Endurance Wealth Management’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 Q2	$29K	Hold	305	–	–	﹤0.01%	393
2023 Q1	$29K	Hold	305	–	–	﹤0.01%	401
2022 Q4	$26K	Hold	305	–	–	﹤0.01%	383
2022 Q3	$22K	Hold	305	–	–	﹤0.01%	397
2022 Q2	$25K	Hold	305	–	–	﹤0.01%	389
2022 Q1	$29K	Hold	305	–	–	﹤0.01%	403
2021 Q4	$34K	Hold	305	–	–	﹤0.01%	393
2021 Q3	$32K	Hold	305	–	–	﹤0.01%	398
2021 Q2	$32K	Hold	305	–	–	﹤0.01%	399
2021 Q1	$31K	Hold	305	–	–	﹤0.01%	408
2020 Q4	$31K	Hold	305	–	–	﹤0.01%	372
2020 Q3	$27K	Buy	+305	New	+$27K	﹤0.01%	365

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Endurance Wealth Management's EFG Position: Q2 2023 in Review

Endurance Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2023 at 305 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Endurance Wealth Management first reported a position in EFG in Q3 2020 and has held it in 12 quarters since. The position peaked at $34K in Q4 2021. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

Endurance Wealth Management held 305 shares of iShares MSCI EAFE Growth ETF worth $29K as of Q2 2023.
Endurance Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2023.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #393 holding.
Endurance Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 12 quarters since.
Endurance Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $34K in Q4 2021.
804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.