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Institutional & Family Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$33K Buy
322
+1
+0.3% +$102 0.01% 287
2024
Q1 		$33.3K Hold
321
– – 0.01% 284
2023
Q4 		$31.1K Buy
321
+2
+0.6% +$179 0.01% 280
2023
Q3 		$27.6K Hold
319
– – ﹤0.01% 272
2023
Q2 		$30.5K Buy
319
+2
+0.6% +$190 0.01% 269
2023
Q1 		$29.7K Hold
317
– – ﹤0.01% 267
2022
Q4 		$26.6K Hold
317
– – ﹤0.01% 278
2022
Q3 		$23K Hold
317
– – ﹤0.01% 294
2022
Q2 		$26K Sell
317
-327
-51% -$28.4K ﹤0.01% 288
2022
Q1 		$62K Sell
644
-32
-5% -$3.15K 0.01% 236
2021
Q4 		$75K Buy
676
+194
+40% +$21.2K 0.01% 231
2021
Q3 		$51K Buy
482
+168
+54% +$18.5K 0.01% 319
2021
Q2 		$34K Buy
314
+2
+0.6% +$213 0.01% 397
2021
Q1 		$31K Sell
312
-218
-41% -$22.2K 0.01% 432
2020
Q4 		$53K Buy
530
+1
+0.2% +$95 0.01% 316
2020
Q3 		$48K Hold
529
– – 0.01% 289
2020
Q2 		$44K Buy
529
+1
+0.2% +$78 0.01% 315
2020
Q1 		$38K Hold
528
– – 0.01% 296
2019
Q4 		$46K Buy
528
+1
+0.2% +$83 0.01% 323
2019
Q3 		$42K Hold
527
– – 0.01% 309
2019
Q2 		$43K Buy
527
+2
+0.4% +$158 0.01% 326
2019
Q1 		$41K Hold
525
– – 0.01% 345
2018
Q4 		$36K Buy
525
+1
+0.2% +$73 0.01% 349
2018
Q3 		$42K Hold
524
– – 0.01% 364
2018
Q2 		$41K Buy
524
+2
+0.4% +$162 0.01% 368
2018
Q1 		$42K Buy
+522
New +$42.6K 0.01% 345

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Institutional & Family Asset Management's EFG Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.31% in Q2 2024, buying an estimated $102 and bringing the position to 322 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #287.

Institutional & Family Asset Management first reported a position in EFG in Q1 2018 and has held it in 26 quarters since. The position peaked at $75K in Q4 2021. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Institutional & Family Asset Management held 322 shares of iShares MSCI EAFE Growth ETF worth $33K as of Q2 2024.
  • Institutional & Family Asset Management bought 1 iShares MSCI EAFE Growth ETF share in Q2 2024, an estimated $102.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #287 holding.
  • Institutional & Family Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's iShares MSCI EAFE Growth ETF position peaked at $75K in Q4 2021.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.