IAG
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Investmark Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Investmark Advisory Group’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 		– Sell
-162
Closed -$17K – 153
2021
Q4 		$17K Buy
+162
New +$17.7K 0.02% 233

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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

Investmark Advisory Group's EFG Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 162 shares — an estimated $17K sold.

Investmark Advisory Group first reported a position in EFG in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

  • Investmark Advisory Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 162 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $17K.
  • Investmark Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $17K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.