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

IndexIQ 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 Q1	$278K	Sell	2,891 -76,495	-96%	-$7.52M	0.01%	996
2021 Q4	$8.76M	Buy	79,386 +5,769	+8%	+$632K	0.29%	62
2021 Q3	$7.84M	Buy	73,617 +14,290	+24%	+$1.57M	0.26%	71
2021 Q2	$6.37M	Sell	59,327 -20,122	-25%	-$2.14M	0.22%	76
2021 Q1	$7.98M	Buy	79,449 +5,690	+8%	+$579K	0.28%	64
2020 Q4	$7.44M	Buy	73,759 +22,716	+45%	+$2.15M	0.27%	58
2020 Q3	$4.59M	Buy	51,043 +12,274	+32%	+$1.09M	0.19%	71
2020 Q2	$3.22M	Sell	38,769 -121,651	-76%	-$9.5M	0.14%	81
2020 Q1	$11.4M	Buy	160,420 +39,530	+33%	+$3.2M	0.53%	48
2019 Q4	$10.5M	Buy	120,890 +120,886	+3,022,150%	+$10.1M	0.37%	54
2019 Q3	$0	Sell	4 -42,309	-100%	-$3.38M	﹤0.01%	567
2019 Q2	$3.42M	Buy	42,313 +37,920	+863%	+$2.99M	0.1%	156
2019 Q1	$340K	Sell	4,393 -29,185	-87%	-$2.17M	0.01%	508
2018 Q4	$2.32M	Sell	33,578 -138,084	-80%	-$10.1M	0.06%	195
2018 Q3	$13.7M	Buy	171,662 +31,074	+22%	+$2.48M	0.44%	43
2018 Q2	$11.1M	Buy	140,588 +132,622	+1,665%	+$10.7M	0.34%	55
2018 Q1	$645K	Buy	+7,966	New	+$650K	0.02%	478

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IndexIQ Advisors's EFG Position: Q1 2022 in Review

IndexIQ Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 96% in Q1 2022, selling an estimated $7.52M and leaving 2,891 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #996.

IndexIQ Advisors first reported a position in EFG in Q1 2018 and has held it in 17 quarters since. The position peaked at $13.7M in Q3 2018. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

IndexIQ Advisors held 2,891 shares of iShares MSCI EAFE Growth ETF worth $278K as of Q1 2022.
IndexIQ Advisors sold 76,495 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $7.52M.
iShares MSCI EAFE Growth ETF made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #996 holding.
IndexIQ Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 17 quarters since.
IndexIQ Advisors's iShares MSCI EAFE Growth ETF position peaked at $13.7M in Q3 2018.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.