HIC
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Hartline Investment Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hartline Investment Corp’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
-4,899
Closed -$356K – 132
2022
Q3 		$356K Buy
+4,899
New +$400K 0.29% 85

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
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

Hartline Investment Corp's EFG Position: Q4 2022 in Review

Hartline Investment Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 4,899 shares — an estimated $356K sold.

Hartline Investment Corp first reported a position in EFG in Q3 2022 and held it in 1 quarter. The position peaked at $356K in Q3 2022. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • Hartline Investment Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Hartline Investment Corp sold 4,899 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $356K.
  • Hartline Investment Corp first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 1 quarter.
  • Hartline Investment Corp's iShares MSCI EAFE Growth ETF position peaked at $356K in Q3 2022.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Hartline Investment Corp's 13F filing for Q4 2022, filed 6 Feb 2023.