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

FinTrust Capital 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
Q3 		$355K Sell
3,294
-645
-16% -$66.9K 0.06% 220
2024
Q2 		$403K Buy
3,939
+1,494
+61% +$153K 0.07% 192
2024
Q1 		$254K Sell
2,445
-591
-19% -$58.8K 0.05% 254
2023
Q4 		$294K Sell
3,036
-822
-21% -$73.7K 0.06% 227
2023
Q3 		$333K Sell
3,858
-2,211
-36% -$204K 0.07% 196
2023
Q2 		$508K Hold
6,069
– – 0.12% 164
2023
Q1 		$508K Hold
6,069
– – 0.12% 159
2022
Q4 		$508K Sell
6,069
-2,533
-29% -$205K 0.12% 161
2022
Q3 		$644K Buy
8,602
+3,923
+84% +$320K 0.17% 134
2022
Q2 		$393K Sell
4,679
-2,335
-33% -$203K 0.1% 185
2022
Q1 		$675K Sell
7,014
-1,604
-19% -$158K 0.16% 138
2021
Q4 		$950K Buy
8,618
+2,406
+39% +$264K 0.23% 97
2021
Q3 		$661K Sell
6,212
-32
-0.5% -$3.52K 0.17% 119
2021
Q2 		$670K Sell
6,244
-1,793
-22% -$191K 0.18% 113
2021
Q1 		$807K Sell
8,037
-1,085
-12% -$110K 0.23% 89
2020
Q4 		$921K Sell
9,122
-1,209
-12% -$114K 0.29% 76
2020
Q3 		$929 Sell
10,331
-755
-7% -$66.9K 0.18% 78
2020
Q2 		$921K Buy
11,086
+10,851
+4,617% +$847K 0.37% 65
2020
Q1 		$17K Sell
235
-647
-73% -$52.4K 0.01% 657
2019
Q4 		$76K Buy
+882
New +$73.6K 0.03% 365

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

FinTrust Capital Advisors's EFG Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q3 2024, selling an estimated $66.9K and leaving 3,294 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #220.

FinTrust Capital Advisors first reported a position in EFG in Q4 2019 and has held it in 20 quarters since. The position peaked at $950K in Q4 2021. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • FinTrust Capital Advisors held 3,294 shares of iShares MSCI EAFE Growth ETF worth $355K as of Q3 2024.
  • FinTrust Capital Advisors sold 645 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $66.9K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of FinTrust Capital Advisors's portfolio in Q3 2024, its #220 holding.
  • FinTrust Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • FinTrust Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $950K in Q4 2021.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.