IAIM
EFG icon

Industrial Alliance Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Industrial Alliance Investment 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
Q1 		– Sell
-168
Closed -$14K – 537
2022
Q4 		$14K Sell
168
-165
-50% -$13.3K ﹤0.01% 430
2022
Q3 		$24K Hold
333
– – ﹤0.01% 383
2022
Q2 		$27K Sell
333
-13
-4% -$1.13K ﹤0.01% 375
2022
Q1 		$33K Sell
346
-26
-7% -$2.56K ﹤0.01% 405
2021
Q4 		$40K Buy
+372
New +$40.7K ﹤0.01% 384

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Industrial Alliance Investment Management's EFG Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 168 shares — an estimated $14K sold.

Industrial Alliance Investment Management first reported a position in EFG in Q4 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 168 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $14K.
  • Industrial Alliance Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 5 quarters.
  • Industrial Alliance Investment Management's iShares MSCI EAFE Growth ETF position peaked at $40K in Q4 2021.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.