GKIM
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GW&K Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GW&K Investment 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
2023
Q3 		– Sell
-1,591
Closed -$152K – 918
2023
Q2 		$152K Hold
1,591
– – ﹤0.01% 344
2023
Q1 		$149K Buy
+1,591
New +$143K ﹤0.01% 333

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GW&K Investment Management's EFG Position: Q3 2023 in Review

GW&K Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 1,591 shares — an estimated $152K sold.

GW&K Investment Management first reported a position in EFG in Q1 2023 and held it in 2 quarters. The position peaked at $152K in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • GW&K Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
  • GW&K Investment Management sold 1,591 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $152K.
  • GW&K Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and held it in 2 quarters.
  • GW&K Investment Management's iShares MSCI EAFE Growth ETF position peaked at $152K in Q2 2023.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on GW&K Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.