Kowal Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kowal Investment 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
2024 Q3	$3.07M	Buy	28,555 +168	+0.6%	+$17.4K	0.57%	27
2024 Q2	$2.9M	Sell	28,387 -3,883	-12%	-$397K	0.58%	26
2024 Q1	$3.35M	Sell	32,270 -1,705	-5%	-$170K	0.72%	20
2023 Q4	$3.29M	Buy	33,975 +30,805	+972%	+$2.76M	0.77%	19
2023 Q3	$274K	Buy	3,170 +545	+21%	+$50.2K	0.07%	120
2023 Q2	$250K	Sell	2,625 -1,065	-29%	-$101K	0.07%	137
2023 Q1	$346K	Buy	3,690 +425	+13%	+$38.2K	0.1%	103
2022 Q4	$274K	Sell	3,265 -721	-18%	-$58.3K	0.08%	123
2022 Q3	$289K	Buy	3,986 +880	+28%	+$71.8K	0.1%	106
2022 Q2	$250K	Buy	3,106 +576	+23%	+$50K	0.08%	118
2022 Q1	$244K	Buy	+2,530	New	+$249K	0.07%	111

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kowal Investment Group's EFG Position: Q3 2024 in Review

Kowal Investment Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.59% in Q3 2024, buying an estimated $17.4K and bringing the position to 28,555 shares worth $3.07M. The position accounts for 0.57% of the portfolio, ranked #27.

Kowal Investment Group first reported a position in EFG in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.35M in Q1 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Kowal Investment Group held 28,555 shares of iShares MSCI EAFE Growth ETF worth $3.07M as of Q3 2024.
Kowal Investment Group bought 168 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $17.4K.
iShares MSCI EAFE Growth ETF made up 0.57% of Kowal Investment Group's portfolio in Q3 2024, its #27 holding.
Kowal Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 11 quarters since.
Kowal Investment Group's iShares MSCI EAFE Growth ETF position peaked at $3.35M in Q1 2024.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.