Laurel Wealth Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Laurel Wealth Planning’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	-1,218	Closed	-$102K	–	98
2022 Q4	$102K	Hold	1,218	–	–	0.07%	82
2022 Q3	$88K	Hold	1,218	–	–	0.06%	81
2022 Q2	$98K	Sell	1,218 -3,741	-75%	-$325K	0.07%	80
2022 Q1	$477K	Sell	4,959 -1,280	-21%	-$126K	0.32%	52
2021 Q4	$688K	Buy	6,239 +551	+10%	+$60.3K	0.52%	40
2021 Q3	$606K	Buy	5,688 +93	+2%	+$10.2K	0.49%	40
2021 Q2	$600K	Buy	5,595 +919	+20%	+$97.7K	0.52%	35
2021 Q1	$470K	Buy	4,676 +2,728	+140%	+$277K	0.43%	36
2020 Q4	$197K	Buy	+1,948	New	+$184K	0.19%	42

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

Laurel Wealth Planning's EFG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 1,218 shares — an estimated $102K sold.

Laurel Wealth Planning first reported a position in EFG in Q4 2020 and held it in 9 quarters. The position peaked at $688K in Q4 2021. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 1,218 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $102K.
Laurel Wealth Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares MSCI EAFE Growth ETF position peaked at $688K in Q4 2021.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.