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Independent Solutions Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Independent Solutions Wealth Management’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
Q3 		– Sell
-2,273
Closed -$217K – 207
2023
Q2 		$217K Sell
2,273
-881
-28% -$83.8K 0.05% 206
2023
Q1 		$295K Buy
+3,154
New +$284K 0.09% 163

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independent Solutions Wealth Management's EFG Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 2,273 shares — an estimated $217K sold.

Independent Solutions Wealth Management first reported a position in EFG in Q1 2023 and held it in 2 quarters. The position peaked at $295K in Q1 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,273 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $217K.
  • Independent Solutions Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and held it in 2 quarters.
  • Independent Solutions Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $295K in Q1 2023.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.