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Gofen & Glossberg’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gofen & Glossberg’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
2022
Q1 		– Sell
-1,982
Closed -$219K – 621
2021
Q4 		$219K Hold
1,982
– – ﹤0.01% 537
2021
Q3 		$211K Buy
+1,982
New +$218K ﹤0.01% 543

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gofen & Glossberg's EFG Position: Q1 2022 in Review

Gofen & Glossberg sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 1,982 shares — an estimated $219K sold.

Gofen & Glossberg first reported a position in EFG in Q3 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

  • Gofen & Glossberg reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 1,982 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $219K.
  • Gofen & Glossberg first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and held it in 2 quarters.
  • Gofen & Glossberg's iShares MSCI EAFE Growth ETF position peaked at $219K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Gofen & Glossberg's 13F filing for Q1 2022, filed 14 Apr 2022.