HCC
EFG icon

Hirtle Callaghan & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hirtle Callaghan & Co’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 		– Sell
-3,200
Closed -$308K – 130
2022
Q1 		$308K Buy
+3,200
New +$315K 0.01% 107

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
5L
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

Hirtle Callaghan & Co's EFG Position: Q2 2022 in Review

Hirtle Callaghan & Co sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2022, closing a stake of 3,200 shares — an estimated $308K sold.

Hirtle Callaghan & Co first reported a position in EFG in Q1 2022 and held it in 1 quarter. The position peaked at $308K in Q1 2022. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • Hirtle Callaghan & Co reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 3,200 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $308K.
  • Hirtle Callaghan & Co first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and held it in 1 quarter.
  • Hirtle Callaghan & Co's iShares MSCI EAFE Growth ETF position peaked at $308K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2022, filed 15 Aug 2022.