Hexagon Capital Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hexagon Capital Partners’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 Q4	–	Sell	-8	Closed	-$690	–	1440
2023 Q3	$690	Hold	8	–	–	﹤0.01%	1230
2023 Q2	$763	Hold	8	–	–	﹤0.01%	1219
2023 Q1	$749	Hold	8	–	–	﹤0.01%	1217
2022 Q4	$670	Hold	8	–	–	﹤0.01%	1260
2022 Q3	$1K	Sell	8 -75	-90%	-$6.12K	﹤0.01%	1194
2022 Q2	$7K	Hold	83	–	–	﹤0.01%	720
2022 Q1	$8K	Hold	83	–	–	﹤0.01%	640
2021 Q4	$9K	Hold	83	–	–	﹤0.01%	613
2021 Q3	$9K	Hold	83	–	–	﹤0.01%	604
2021 Q2	$9K	Hold	83	–	–	﹤0.01%	573
2021 Q1	$8K	Sell	83 -22	-21%	-$2.24K	﹤0.01%	546
2020 Q4	$10K	Hold	105	–	–	﹤0.01%	484
2020 Q3	$9K	Buy	+105	New	+$9.3K	﹤0.01%	464

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hexagon Capital Partners's EFG Position: Q4 2023 in Review

Hexagon Capital Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 8 shares — an estimated $690 sold.

Hexagon Capital Partners first reported a position in EFG in Q3 2020 and held it in 13 quarters. The position peaked at $10K in Q4 2020. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

Hexagon Capital Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
Hexagon Capital Partners sold 8 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $690.
Hexagon Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 13 quarters.
Hexagon Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $10K in Q4 2020.
846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on Hexagon Capital Partners's 13F filing for Q4 2023, filed 5 Feb 2024.