Gleason Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gleason Group’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	-5	Closed	-$512	–	209
2023 Q4	$512	Hold	5	–	–	﹤0.01%	213
2023 Q3	$453	Hold	5	–	–	﹤0.01%	222
2023 Q2	$501	Hold	5	–	–	﹤0.01%	219
2023 Q1	$487	Hold	5	–	–	﹤0.01%	218
2022 Q4	$435	Hold	5	–	–	﹤0.01%	217
2022 Q3	$0	Hold	5	–	–	﹤0.01%	228
2022 Q2	$0	Hold	5	–	–	﹤0.01%	248
2022 Q1	$0	Hold	5	–	–	﹤0.01%	212
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	194
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	196
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	192
2021 Q1	$1K	Sell	5 -10	-67%	-$1.02K	﹤0.01%	192
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	178
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	171
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	173
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	175
2019 Q4	$1K	Buy	+15	New	+$1.25K	﹤0.01%	177

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gleason Group's EFG Position: Q1 2024 in Review

Gleason Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 5 shares — an estimated $512 sold.

Gleason Group first reported a position in EFG in Q4 2019 and held it in 17 quarters. The position peaked at $2K in Q4 2020. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Gleason Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
Gleason Group sold 5 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $512.
Gleason Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 17 quarters.
Gleason Group's iShares MSCI EAFE Growth ETF position peaked at $2K in Q4 2020.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Gleason Group's 13F filing for Q1 2024, filed 12 Apr 2024.