GI
EFG icon

Gradient Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gradient Investments’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
Q3 		– Sell
-616
Closed -$63K – 588
2024
Q2 		$63K Buy
616
+274
+80% +$28K ﹤0.01% 464
2024
Q1 		$35.5K Sell
342
-39
-10% -$3.88K ﹤0.01% 460
2023
Q4 		$36.9K Buy
381
+63
+20% +$5.65K ﹤0.01% 601
2023
Q3 		$27.4K Sell
318
-86
-21% -$7.93K ﹤0.01% 616
2023
Q2 		$38.5K Buy
404
+34
+9% +$3.23K ﹤0.01% 556
2023
Q1 		$34.7K Sell
370
-1,882
-84% -$169K ﹤0.01% 561
2022
Q4 		$189K Buy
2,252
+1,846
+455% +$149K 0.01% 302
2022
Q3 		$29K Sell
406
-53
-12% -$4.32K ﹤0.01% 590
2022
Q2 		$37K Buy
459
+22
+5% +$1.91K ﹤0.01% 517
2022
Q1 		$42K Sell
437
-99
-18% -$9.73K ﹤0.01% 504
2021
Q4 		$59K Sell
536
-310
-37% -$34K ﹤0.01% 453
2021
Q3 		$90K Buy
846
+344
+69% +$37.9K ﹤0.01% 384
2021
Q2 		$54K Buy
502
+71
+16% +$7.54K ﹤0.01% 460
2021
Q1 		$43K Buy
431
+269
+166% +$27.4K ﹤0.01% 483
2020
Q4 		$15K Hold
162
– – ﹤0.01% 621
2020
Q3 		$15K Buy
162
+96
+145% +$8.51K ﹤0.01% 626
2020
Q2 		$5K Sell
66
-16
-20% -$1.25K ﹤0.01% 736
2020
Q1 		$6K Buy
82
+16
+24% +$1.3K ﹤0.01% 738
2019
Q4 		$6K Sell
66
-22
-25% -$1.84K ﹤0.01% 785
2019
Q3 		$7K Buy
88
+46
+110% +$3.68K ﹤0.01% 736
2019
Q2 		$3K Buy
42
+12
+40% +$947 ﹤0.01% 825
2019
Q1 		$2K Hold
30
– – ﹤0.01% 742
2018
Q4 		$2K Hold
30
– – ﹤0.01% 814
2018
Q3 		$2K Hold
30
– – ﹤0.01% 824
2018
Q2 		$2K Hold
30
– – ﹤0.01% 809
2018
Q1 		$2K Hold
30
– – ﹤0.01% 816
2017
Q4 		$2K Buy
+30
New +$2.38K ﹤0.01% 808
2017
Q2 		– Sell
-65
Closed -$5K – 817
2017
Q1 		$5K Buy
+65
New +$4.35K ﹤0.01% 608

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gradient Investments's EFG Position: Q3 2024 in Review

Gradient Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 616 shares — an estimated $63K sold.

Gradient Investments first reported a position in EFG in Q1 2017 and held it in 28 quarters. The position peaked at $189K in Q4 2022. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Gradient Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 616 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $63K.
  • Gradient Investments first reported a position in iShares MSCI EAFE Growth ETF in Q1 2017 and held it in 28 quarters.
  • Gradient Investments's iShares MSCI EAFE Growth ETF position peaked at $189K in Q4 2022.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.