Financial Management Professionals’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-85	Closed	-$8K	–	915
2023 Q2	$8K	Buy	+85	New	+$8.09K	﹤0.01%	577
2021 Q1	–	Sell	-55,640	Closed	-$5.62M	–	670
2020 Q4	$5.62M	Buy	55,640 +2,691	+5%	+$255K	1.57%	13
2020 Q3	$4.76M	Sell	52,949 -4,341	-8%	-$385K	1.7%	14
2020 Q2	$4.76M	Buy	57,290 +742	+1%	+$57.9K	1.64%	11
2020 Q1	$4.02M	Sell	56,548 -8,278	-13%	-$671K	1.7%	11
2019 Q4	$5.61M	Buy	+64,826	New	+$5.41M	1.86%	10

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

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

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

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

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

PAS

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

Financial Management Professionals's EFG Position: Q3 2023 in Review

Financial Management Professionals sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 85 shares — an estimated $8K sold.

Financial Management Professionals first reported a position in EFG in Q4 2019 and held it in 6 quarters. The position peaked at $5.62M in Q4 2020. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

Financial Management Professionals reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 85 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $8K.
Financial Management Professionals first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 6 quarters.
Financial Management Professionals's iShares MSCI EAFE Growth ETF position peaked at $5.62M in Q4 2020.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.