Graves Light Lenhart Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Graves Light Lenhart Wealth’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 Q4	–	Sell	-3,626	Closed	-$263K	–	172
2022 Q3	$263K	Hold	3,626	–	–	0.04%	142
2022 Q2	$292K	Sell	3,626 -375	-9%	-$32.6K	0.04%	141
2022 Q1	$385K	Sell	4,001 -348	-8%	-$34.2K	0.05%	126
2021 Q4	$480K	Hold	4,349	–	–	0.07%	116
2021 Q3	$463K	Hold	4,349	–	–	0.07%	113
2021 Q2	$467K	Buy	4,349 +482	+12%	+$51.2K	0.07%	112
2021 Q1	$388K	Buy	3,867 +186	+5%	+$18.9K	0.07%	123
2020 Q4	$371K	Buy	+3,681	New	+$348K	0.07%	115

Other funds holding EFG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Graves Light Lenhart Wealth's EFG Position: Q4 2022 in Review

Graves Light Lenhart Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 3,626 shares — an estimated $263K sold.

Graves Light Lenhart Wealth first reported a position in EFG in Q4 2020 and held it in 8 quarters. The position peaked at $480K in Q4 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Graves Light Lenhart Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,626 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $263K.
Graves Light Lenhart Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's iShares MSCI EAFE Growth ETF position peaked at $480K in Q4 2021.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.