Kerntke Otto McGlone Wealth Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2023 Q1	–	Sell	-27	Closed	-$2K	–	74
2022 Q4	$2K	Buy	+27	New	+$2.18K	﹤0.01%	112
2021 Q3	–	Sell	-22,143	Closed	-$2.38M	–	65
2021 Q2	$2.38M	Sell	22,143 -59	-0.3%	-$6.27K	0.95%	27
2021 Q1	$2.23M	Buy	22,202 +1,679	+8%	+$171K	1.17%	26
2020 Q4	$2.07M	Buy	20,523 +3,356	+20%	+$318K	1.22%	24
2020 Q3	$1.54M	Buy	+17,167	New	+$1.52M	1.13%	26

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's EFG Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 27 shares — an estimated $2K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in EFG in Q3 2020 and held it in 5 quarters. The position peaked at $2.38M in Q2 2021. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 27 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $2K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 5 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares MSCI EAFE Growth ETF position peaked at $2.38M in Q2 2021.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.