Lake Point Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lake Point 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
2022 Q2	$1K	Buy	+15	New	+$1.3K	﹤0.01%	371
2022 Q1	–	Sell	-65	Closed	-$7K	–	436
2021 Q4	$7K	Buy	+65	New	+$7.12K	﹤0.01%	215

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

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

Lake Point Wealth Management's EFG Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2022: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in EFG as recently as Q4 2021.

Lake Point Wealth Management first reported a position in EFG in Q4 2021 and has held it in 2 quarters since. The position peaked at $7K in Q4 2021. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

Lake Point Wealth Management held 15 shares of iShares MSCI EAFE Growth ETF worth $1K as of Q2 2022.
iShares MSCI EAFE Growth ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #371 holding.
Lake Point Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 2 quarters since.
Lake Point Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $7K in Q4 2021.
699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.