HGERS
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Householder Group Estate & Retirement Specialist’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-26
Closed -$2K – 722
2024
Q3 		$2K Hold
26
– – ﹤0.01% 1030
2024
Q2 		$2K Sell
26
-11
-30% -$1.12K ﹤0.01% 1058
2024
Q1 		$3.84K Buy
37
+11
+42% +$1.09K ﹤0.01% 968
2023
Q4 		$2K Hold
26
– – ﹤0.01% 983
2023
Q3 		$2.24K Buy
+26
New +$2.4K ﹤0.01% 1050

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EFG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 26 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in EFG in Q3 2023 and held it in 5 quarters. The position peaked at $3.84K in Q1 2024. 990 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 26 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's iShares MSCI EAFE Growth ETF position peaked at $3.84K in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.