HC Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HC Financial Advisors’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 Q2	$1.43M	Buy	17,702 +210	+1%	+$18.2K	0.95%	41
2022 Q1	$1.68M	Sell	17,492 -265	-1%	-$26.1K	1%	38
2021 Q4	$1.96M	Hold	17,757	–	–	1.09%	34
2021 Q3	$1.89M	Hold	17,757	–	–	1.13%	32
2021 Q2	$1.91M	Sell	17,757 -953	-5%	-$101K	1.11%	32
2021 Q1	$1.88M	Sell	18,710 -1,482	-7%	-$151K	1.15%	31
2020 Q4	$2.04M	Sell	20,192 -672	-3%	-$63.6K	1.31%	25
2020 Q3	$1.88M	Sell	20,864 -300	-1%	-$26.6K	1.34%	26
2020 Q2	$1.76M	Hold	21,164	–	–	1.37%	26
2020 Q1	$1.5M	Sell	21,164 -1,427	-6%	-$116K	1.34%	27
2019 Q4	$1.95M	Hold	22,591	–	–	1.53%	25
2019 Q3	$1.82M	Sell	22,591 -645	-3%	-$51.6K	1.56%	26
2019 Q2	$1.88M	Hold	23,236	–	–	1.87%	25
2019 Q1	$1.8M	Buy	+23,236	New	+$1.72M	1.89%	24

Other funds holding EFG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

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

HC Financial Advisors's EFG Position: Q2 2022 in Review

HC Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q2 2022, buying an estimated $18.2K and bringing the position to 17,702 shares worth $1.43M. The position accounts for 0.95% of the portfolio, ranked #41.

HC Financial Advisors first reported a position in EFG in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.04M in Q4 2020. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

HC Financial Advisors held 17,702 shares of iShares MSCI EAFE Growth ETF worth $1.43M as of Q2 2022.
HC Financial Advisors bought 210 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $18.2K.
iShares MSCI EAFE Growth ETF made up 0.95% of HC Financial Advisors's portfolio in Q2 2022, its #41 holding.
HC Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 14 quarters since.
HC Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.04M in Q4 2020.
699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.