Eudaimonia Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Eudaimonia Advisors’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 Q1	$476K	Buy	4,589 +143	+3%	+$14.2K	0.25%	105
2023 Q4	$431K	Sell	4,446 -147	-3%	-$13.2K	0.28%	101
2023 Q3	$396K	Buy	4,593 +785	+21%	+$72.4K	0.28%	100
2023 Q2	$363K	Buy	3,808 +169	+5%	+$16.1K	0.24%	108
2023 Q1	$341K	Sell	3,639 -126	-3%	-$11.3K	0.23%	113
2022 Q4	$315K	Sell	3,765 -1,129	-23%	-$91.3K	0.21%	107
2022 Q3	$355K	Sell	4,894 -121	-2%	-$9.87K	0.24%	96
2022 Q2	$404K	Sell	5,015 -1,283	-20%	-$111K	0.28%	92
2022 Q1	$606K	Buy	+6,298	New	+$619K	0.35%	83

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

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

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Eudaimonia Advisors's EFG Position: Q1 2024 in Review

Eudaimonia Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.2% in Q1 2024, buying an estimated $14.2K and bringing the position to 4,589 shares worth $476K. The position accounts for 0.25% of the portfolio, ranked #105.

Eudaimonia Advisors first reported a position in EFG in Q1 2022 and has held it in 9 quarters since. The position peaked at $606K in Q1 2022. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Eudaimonia Advisors held 4,589 shares of iShares MSCI EAFE Growth ETF worth $476K as of Q1 2024.
Eudaimonia Advisors bought 143 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $14.2K.
iShares MSCI EAFE Growth ETF made up 0.25% of Eudaimonia Advisors's portfolio in Q1 2024, its #105 holding.
Eudaimonia Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 9 quarters since.
Eudaimonia Advisors's iShares MSCI EAFE Growth ETF position peaked at $606K in Q1 2022.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.