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

Juncture 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
2024
Q1 		– Sell
-21,776
Closed -$2.11M – 113
2023
Q4 		$2.11M Buy
21,776
+3,292
+18% +$295K 0.96% 25
2023
Q3 		$1.6M Buy
+18,484
New +$1.7M 0.78% 30

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Juncture Wealth Strategies's EFG Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 21,776 shares — an estimated $2.11M sold.

Juncture Wealth Strategies first reported a position in EFG in Q3 2023 and held it in 2 quarters. The position peaked at $2.11M in Q4 2023. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 21,776 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $2.11M.
  • Juncture Wealth Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and held it in 2 quarters.
  • Juncture Wealth Strategies's iShares MSCI EAFE Growth ETF position peaked at $2.11M in Q4 2023.
  • 851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.