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HoyleCohen’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HoyleCohen’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
Q2 		– Sell
-2,069
Closed -$215K – 283
2024
Q1 		$215K Hold
2,069
– – 0.02% 266
2023
Q4 		$200K Sell
2,069
-3,131
-60% -$281K 0.02% 261
2023
Q3 		$449K Hold
5,200
– – 0.04% 186
2023
Q2 		$496K Hold
5,200
– – 0.04% 192
2023
Q1 		$487K Hold
5,200
– – 0.05% 186
2022
Q4 		$436K Buy
+5,200
New +$420K 0.04% 191

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HoyleCohen's EFG Position: Q2 2024 in Review

HoyleCohen sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 2,069 shares — an estimated $215K sold.

HoyleCohen first reported a position in EFG in Q4 2022 and held it in 6 quarters. The position peaked at $496K in Q2 2023. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • HoyleCohen reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • HoyleCohen sold 2,069 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $215K.
  • HoyleCohen first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 6 quarters.
  • HoyleCohen's iShares MSCI EAFE Growth ETF position peaked at $496K in Q2 2023.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.