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

First Citizens 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
2023 Q1	–	Sell	-6,512	Closed	-$545K	–	37
2022 Q4	$545K	Buy	6,512 +3,375	+108%	+$273K	0.31%	22
2022 Q3	$228K	Buy	+3,137	New	+$256K	0.14%	25

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Citizens Asset Management's EFG Position: Q1 2023 in Review

First Citizens Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 6,512 shares — an estimated $545K sold.

First Citizens Asset Management first reported a position in EFG in Q3 2022 and held it in 2 quarters. The position peaked at $545K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

First Citizens Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
First Citizens Asset Management sold 6,512 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $545K.
First Citizens Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 2 quarters.
First Citizens Asset Management's iShares MSCI EAFE Growth ETF position peaked at $545K in Q4 2022.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on First Citizens Asset Management's 13F filing for Q1 2023, filed 15 May 2023.