IAG Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

IAG Wealth Partners’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
2023 Q2	–	Sell	-61	Closed	-$5.71K	–	459
2023 Q1	$5.71K	Sell	61 -59	-49%	-$5.31K	﹤0.01%	372
2022 Q4	$10.1K	Sell	120 -199	-62%	-$16.1K	﹤0.01%	285
2022 Q3	$23K	Hold	319	–	–	0.01%	191
2022 Q2	$26K	Sell	319 -159	-33%	-$13.8K	0.01%	176
2022 Q1	$46K	Sell	478 -40	-8%	-$3.93K	0.01%	146
2021 Q4	$57K	Buy	518 +358	+224%	+$39.2K	0.02%	125
2021 Q3	$18K	Hold	160	–	–	0.01%	207
2021 Q2	$18K	Hold	160	–	–	0.01%	199
2021 Q1	$17K	Hold	160	–	–	0.01%	199
2020 Q4	$17K	Hold	160	–	–	0.01%	180
2020 Q3	$15K	Sell	160 -104	-39%	-$9.22K	0.01%	179
2020 Q2	$22K	Sell	264 -6,202	-96%	-$484K	0.01%	157
2020 Q1	$460K	Sell	6,466 -7,016	-52%	-$568K	0.31%	35
2019 Q4	$1.17M	Buy	+13,482	New	+$1.13M	0.76%	21

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IAG Wealth Partners's EFG Position: Q2 2023 in Review

IAG Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 61 shares — an estimated $5.71K sold.

IAG Wealth Partners first reported a position in EFG in Q4 2019 and held it in 14 quarters. The position peaked at $1.17M in Q4 2019. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

IAG Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 61 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $5.71K.
IAG Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 14 quarters.
IAG Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $1.17M in Q4 2019.
804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.