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Focused Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-13
Closed -$1.27K – 413
2023
Q4 		$1.27K Hold
13
– – ﹤0.01% 831
2023
Q3 		$1.12K Hold
13
– – ﹤0.01% 837
2023
Q2 		$1.24K Buy
+13
New +$1.24K ﹤0.01% 856

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

Focused Wealth Management's EFG Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 13 shares — an estimated $1.27K sold.

Focused Wealth Management first reported a position in EFG in Q2 2023 and held it in 3 quarters. The position peaked at $1.27K in Q4 2023. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • Focused Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 13 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $1.27K.
  • Focused Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 3 quarters.
  • Focused Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.27K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.