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Hayden Royal’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hayden Royal’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
2021
Q4 		$169K Buy
+1,528
New +$167K 0.4% 92
2021
Q1 		– Sell
-2,061
Closed -$208K – 211
2020
Q4 		$208K Buy
+2,061
New +$195K 0.11% 198

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hayden Royal's EFG Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2021: 1,528 shares worth $169K. The stake represents 0.4% of the portfolio and ranks #92 among its holdings. This is a return to the name: Hayden Royal previously reported a position in EFG as recently as Q4 2020.

Hayden Royal first reported a position in EFG in Q4 2020 and has held it in 2 quarters since. The position peaked at $208K in Q4 2020. 737 funds tracked by Wall St. Rank hold EFG as of Q4 2021.

  • Hayden Royal held 1,528 shares of iShares MSCI EAFE Growth ETF worth $169K as of Q4 2021.
  • iShares MSCI EAFE Growth ETF was a new Hayden Royal position in Q4 2021.
  • iShares MSCI EAFE Growth ETF made up 0.4% of Hayden Royal's portfolio in Q4 2021, its #92 holding.
  • Hayden Royal first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • Hayden Royal's iShares MSCI EAFE Growth ETF position peaked at $208K in Q4 2020.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.