Legacy CG’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Legacy CG’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 Q3	–	Sell	-537	Closed	-$43K	–	67
2022 Q2	$43K	Buy	+537	New	+$46.6K	0.03%	66

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy CG's EFG Position: Q3 2022 in Review

Legacy CG sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2022, closing a stake of 537 shares — an estimated $43K sold.

Legacy CG first reported a position in EFG in Q2 2022 and held it in 1 quarter. The position peaked at $43K in Q2 2022. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

Legacy CG reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 537 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $43K.
Legacy CG first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 1 quarter.
Legacy CG's iShares MSCI EAFE Growth ETF position peaked at $43K in Q2 2022.
685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.