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Laurel Wealth Advisors (California)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$468K Sell
5,588
-921
-14% -$74.5K 0.05% 372
2022
Q3 		$472K Buy
6,509
+504
+8% +$41.1K 0.05% 355
2022
Q2 		$483K Buy
6,005
+686
+13% +$59.6K 0.05% 368
2022
Q1 		$512K Buy
5,319
+2,381
+81% +$234K 0.04% 402
2021
Q4 		$324K Buy
+2,938
New +$322K 0.03% 592

Other funds holding EFG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EFG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 14% in Q4 2022, selling an estimated $74.5K and leaving 5,588 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #372.

Laurel Wealth Advisors (California) first reported a position in EFG in Q4 2021 and has held it in 5 quarters since. The position peaked at $512K in Q1 2022. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,588 shares of iShares MSCI EAFE Growth ETF worth $468K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 921 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $74.5K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #372 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s iShares MSCI EAFE Growth ETF position peaked at $512K in Q1 2022.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.