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

Hoover 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
2021
Q2 		$119K Sell
1,111
-6
-0.5% -$638 0.02% 184
2021
Q1 		$116K Buy
1,117
+20
+2% +$2.03K 0.02% 175
2020
Q4 		$113K Buy
1,097
+79
+8% +$7.47K 0.03% 159
2020
Q3 		$91K Buy
+1,018
New +$90.2K 0.03% 120

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Hoover Financial Advisors's EFG Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.54% in Q2 2021, selling an estimated $638 and leaving 1,111 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #184.

Hoover Financial Advisors first reported a position in EFG in Q3 2020 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold EFG as of Q2 2021.

  • Hoover Financial Advisors held 1,111 shares of iShares MSCI EAFE Growth ETF worth $119K as of Q2 2021.
  • Hoover Financial Advisors sold 6 iShares MSCI EAFE Growth ETF shares in Q2 2021, an estimated $638.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #184 holding.
  • Hoover Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.