Family Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Family Asset 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
2024 Q3	$10.8K	Hold	100	–	–	0.01%	178
2024 Q2	$10.2K	Hold	100	–	–	0.01%	181
2024 Q1	$10.4K	Hold	100	–	–	0.01%	157
2023 Q4	$9.69K	Sell	100 -84	-46%	-$7.53K	0.01%	160
2023 Q3	$15.9K	Sell	184 -9	-5%	-$830	0.01%	149
2023 Q2	$18.4K	Hold	193	–	–	0.01%	160
2023 Q1	$18.1K	Buy	193 +10	+5%	+$899	0.01%	148
2022 Q4	$15.3K	Buy	+183	New	+$14.8K	0.01%	134

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

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

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

PAS

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

Family Asset Management's EFG Position: Q3 2024 in Review

Family Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2024 at 100 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #178.

Family Asset Management first reported a position in EFG in Q4 2022 and has held it in 8 quarters since. The position peaked at $18.4K in Q2 2023. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Family Asset Management held 100 shares of iShares MSCI EAFE Growth ETF worth $10.8K as of Q3 2024.
Family Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2024.
iShares MSCI EAFE Growth ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #178 holding.
Family Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares MSCI EAFE Growth ETF position peaked at $18.4K in Q2 2023.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.