GFS
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GYL Financial Synergies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GYL Financial Synergies’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 		$525K Sell
4,880
-22
-0.4% -$2.28K 0.04% 234
2024
Q2 		$501K Buy
4,902
+2
+0% +$204 0.04% 234
2024
Q1 		$509K Hold
4,900
– – 0.04% 239
2023
Q4 		$475K Buy
4,900
+2
+0% +$179 0.04% 243
2023
Q3 		$423K Hold
4,898
– – 0.04% 248
2023
Q2 		$467K Buy
4,898
+2
+0% +$190 0.04% 245
2023
Q1 		$459K Sell
4,896
-3,857
-44% -$347K 0.06% 195
2022
Q4 		$733K Buy
8,753
+598
+7% +$48.3K 0.16% 91
2022
Q3 		$592K Buy
8,155
+3,345
+70% +$273K 0.16% 88
2022
Q2 		$387K Buy
4,810
+2,123
+79% +$184K 0.11% 123
2022
Q1 		$259K Buy
2,687
+17
+0.6% +$1.67K 0.06% 173
2021
Q4 		$294K Buy
2,670
+492
+23% +$53.9K 0.08% 168
2021
Q3 		$232K Buy
2,178
+75
+4% +$8.26K 0.12% 168
2021
Q2 		$226K Hold
2,103
– – 0.12% 165
2021
Q1 		$211K Hold
2,103
– – 0.12% 169
2020
Q4 		$212K Buy
+2,103
New +$199K 0.12% 161
2020
Q2 		– Sell
-6,513
Closed -$463K – 157
2020
Q1 		$463K Buy
6,513
+129
+2% +$10.4K 0.3% 64
2019
Q4 		$552K Buy
6,384
+419
+7% +$35K 0.24% 73
2019
Q3 		$480K Hold
5,965
– – 0.24% 81
2019
Q2 		$482K Hold
5,965
– – 0.25% 69
2019
Q1 		$462K Hold
5,965
– – 0.26% 71
2018
Q4 		$412K Buy
+5,965
New +$435K 0.3% 68

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
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

GYL Financial Synergies's EFG Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.45% in Q3 2024, selling an estimated $2.28K and leaving 4,880 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #234.

GYL Financial Synergies first reported a position in EFG in Q4 2018 and has held it in 22 quarters since. The position peaked at $733K in Q4 2022. 915 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • GYL Financial Synergies held 4,880 shares of iShares MSCI EAFE Growth ETF worth $525K as of Q3 2024.
  • GYL Financial Synergies sold 22 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $2.28K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #234 holding.
  • GYL Financial Synergies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 22 quarters since.
  • GYL Financial Synergies's iShares MSCI EAFE Growth ETF position peaked at $733K in Q4 2022.
  • 915 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.