Kistler-Tiffany Companies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kistler-Tiffany Companies’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	$1.63M	Sell	17,068 -91	-0.5%	-$8.66K	0.26%	74
2023 Q1	$1.61M	Buy	17,159 +1,050	+7%	+$94.4K	0.31%	61
2022 Q4	$1.35M	Buy	16,109 +6,838	+74%	+$553K	0.28%	69
2022 Q3	$673K	Buy	9,271 +3,159	+52%	+$258K	0.15%	105
2022 Q2	$492K	Buy	6,112 +4,905	+406%	+$426K	0.11%	128
2022 Q1	$116K	Buy	+1,207	New	+$119K	0.02%	280
2021 Q3	–	Sell	-142	Closed	-$15K	–	741
2021 Q2	$15K	Buy	+142	New	+$15.1K	﹤0.01%	520

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

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kistler-Tiffany Companies's EFG Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.53% in Q2 2023, selling an estimated $8.66K and leaving 17,068 shares worth $1.63M. The position accounts for 0.26% of the portfolio, ranked #74.

Kistler-Tiffany Companies first reported a position in EFG in Q2 2021 and has held it in 7 quarters since. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

Kistler-Tiffany Companies held 17,068 shares of iShares MSCI EAFE Growth ETF worth $1.63M as of Q2 2023.
Kistler-Tiffany Companies sold 91 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $8.66K.
iShares MSCI EAFE Growth ETF made up 0.26% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #74 holding.
Kistler-Tiffany Companies first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 7 quarters since.
804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.