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Iron Horse Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Iron Horse Wealth 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
Q2 		– Sell
-34
Closed -$3.19K – 325
2023
Q1 		$3.19K Hold
34
– – ﹤0.01% 227
2022
Q4 		$3K Buy
+34
New +$2.75K ﹤0.01% 175

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Iron Horse Wealth Management's EFG Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 34 shares — an estimated $3.19K sold.

Iron Horse Wealth Management first reported a position in EFG in Q4 2022 and held it in 2 quarters. The position peaked at $3.19K in Q1 2023. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 34 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $3.19K.
  • Iron Horse Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 2 quarters.
  • Iron Horse Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.19K in Q1 2023.
  • 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.