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First County Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First County Bank’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 		– Sell
-2,504
Closed -$243K – 167
2023
Q4 		$243K Hold
2,504
– – 0.12% 148
2023
Q3 		$216K Hold
2,504
– – 0.11% 157
2023
Q2 		$239K Hold
2,504
– – 0.12% 154
2023
Q1 		$235K Sell
2,504
-841
-25% -$75.6K 0.12% 152
2022
Q4 		$280K Buy
+3,345
New +$270K 0.13% 147

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

First County Bank's EFG Position: Q1 2024 in Review

First County Bank sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 2,504 shares — an estimated $243K sold.

First County Bank first reported a position in EFG in Q4 2022 and held it in 5 quarters. The position peaked at $280K in Q4 2022. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • First County Bank reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
  • First County Bank sold 2,504 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $243K.
  • First County Bank first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 5 quarters.
  • First County Bank's iShares MSCI EAFE Growth ETF position peaked at $280K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on First County Bank's 13F filing for Q1 2024, filed 14 May 2024.