HA
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HYA Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

HYA 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
2022
Q2 		$5.22M Sell
64,899
-25,218
-28% -$2.19M 2.05% 14
2022
Q1 		$8.68M Sell
90,117
-6,762
-7% -$665K 3% 6
2021
Q4 		$10.7M Buy
96,879
+47,861
+98% +$5.24M 3.83% 6
2021
Q3 		$5.15M Buy
49,018
+46,740
+2,052% +$5.15M 2.08% 12
2021
Q2 		$244K Buy
+2,278
New +$242K 0.1% 133

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

HYA Advisors's EFG Position: Q2 2022 in Review

HYA Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 28% in Q2 2022, selling an estimated $2.19M and leaving 64,899 shares worth $5.22M. The position accounts for 2.05% of the portfolio, ranked #14.

HYA Advisors first reported a position in EFG in Q2 2021 and has held it in 5 quarters since. The position peaked at $10.7M in Q4 2021. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • HYA Advisors held 64,899 shares of iShares MSCI EAFE Growth ETF worth $5.22M as of Q2 2022.
  • HYA Advisors sold 25,218 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $2.19M.
  • iShares MSCI EAFE Growth ETF made up 2.05% of HYA Advisors's portfolio in Q2 2022, its #14 holding.
  • HYA Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 5 quarters since.
  • HYA Advisors's iShares MSCI EAFE Growth ETF position peaked at $10.7M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.