First Manhattan
EFG icon

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

First Manhattan’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
Q2 		– Sell
-1,609
Closed -$167K – 843
2024
Q1 		$167K Hold
1,609
– – ﹤0.01% 685
2023
Q4 		$156K Sell
1,609
-466
-22% -$41.8K ﹤0.01% 682
2023
Q3 		$179K Buy
2,075
+1,398
+206% +$129K ﹤0.01% 672
2023
Q2 		$64.6K Hold
677
– – ﹤0.01% 840
2023
Q1 		$63.3K Hold
677
– – ﹤0.01% 880
2022
Q4 		$56.7K Sell
677
-68
-9% -$5.5K ﹤0.01% 921
2022
Q3 		$54K Buy
745
+68
+10% +$5.55K ﹤0.01% 922
2022
Q2 		$54K Hold
677
– – ﹤0.01% 959
2022
Q1 		$65K Hold
677
– – ﹤0.01% 957
2021
Q4 		$74K Hold
677
– – ﹤0.01% 919
2021
Q3 		$72K Hold
677
– – ﹤0.01% 918
2021
Q2 		$72K Sell
677
-991
-59% -$105K ﹤0.01% 906
2021
Q1 		$167K Hold
1,668
– – ﹤0.01% 737
2020
Q4 		$168K Hold
1,668
– – ﹤0.01% 690
2020
Q3 		$150K Hold
1,668
– – ﹤0.01% 692
2020
Q2 		$138K Hold
1,668
– – ﹤0.01% 709
2020
Q1 		$118K Buy
1,668
+991
+146% +$80.3K ﹤0.01% 700
2019
Q4 		$58K Hold
677
– – ﹤0.01% 891
2019
Q3 		$54K Hold
677
– – ﹤0.01% 896
2019
Q2 		$54K Hold
677
– – ﹤0.01% 925
2019
Q1 		$52K Buy
677
+550
+433% +$40.8K ﹤0.01% 951
2018
Q4 		$8K Sell
127
-500
-80% -$36.4K ﹤0.01% 1191
2018
Q3 		$50K Hold
627
– – ﹤0.01% 980
2018
Q2 		$49K Hold
627
– – ﹤0.01% 956
2018
Q1 		$50K Buy
627
+175
+39% +$14.3K ﹤0.01% 957
2017
Q4 		$36K Buy
452
+265
+142% +$21K ﹤0.01% 1063
2017
Q3 		$14K Buy
187
+125
+202% +$9.47K ﹤0.01% 1174
2017
Q2 		$4K Buy
+62
New +$4.53K ﹤0.01% 1260

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
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 Manhattan's EFG Position: Q2 2024 in Review

First Manhattan sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 1,609 shares — an estimated $167K sold.

First Manhattan first reported a position in EFG in Q2 2017 and held it in 28 quarters. The position peaked at $179K in Q3 2023. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • First Manhattan reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 1,609 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $167K.
  • First Manhattan first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and held it in 28 quarters.
  • First Manhattan's iShares MSCI EAFE Growth ETF position peaked at $179K in Q3 2023.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.