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Insight Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-19,959
Closed -$2.13M – 159
2021
Q3 		$2.13M Buy
19,959
+3,358
+20% +$370K 0.3% 45
2021
Q2 		$1.78M Sell
16,601
-5,857
-26% -$622K 0.25% 53
2021
Q1 		$2.26M Buy
22,458
+8,263
+58% +$840K 0.3% 45
2020
Q4 		$1.43M Buy
14,195
+6,324
+80% +$598K 0.24% 59
2020
Q3 		$707K Buy
+7,871
New +$698K 0.13% 76

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
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

Insight Wealth Strategies's EFG Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2021, closing a stake of 19,959 shares — an estimated $2.13M sold.

Insight Wealth Strategies first reported a position in EFG in Q3 2020 and held it in 5 quarters. The position peaked at $2.26M in Q1 2021. 737 funds tracked by Wall St. Rank hold EFG as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 19,959 iShares MSCI EAFE Growth ETF shares in Q4 2021, an estimated $2.13M.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's iShares MSCI EAFE Growth ETF position peaked at $2.26M in Q1 2021.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.