Legacy Wealth Planning
EFG icon

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

Legacy 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
2022
Q3 		$1.6M Sell
65,988
-564
-0.8% -$15.3K 2.64% 7
2022
Q2 		$1.79M Sell
66,552
-177
-0.3% -$5.12K 2.56% 7
2022
Q1 		$2.14M Buy
66,729
+10,269
+18% +$337K 2.52% 7
2021
Q4 		$2.08M Buy
56,460
+21,603
+62% +$789K 2.37% 7
2021
Q3 		$1.53M Sell
34,857
-8,016
-19% -$294K 1.72% 10
2021
Q2 		$1.53M Buy
42,873
+1,497
+4% +$53K 1.75% 9
2021
Q1 		$1.39M Sell
41,376
-18,063
-30% -$612K 1.77% 13
2020
Q4 		$2M Buy
59,439
+1,479
+3% +$46.6K 2.56% 8
2020
Q3 		$1.74M Sell
57,960
-2,286
-4% -$67.5K 1.99% 11
2020
Q2 		$1.67M Sell
60,246
-132
-0.2% -$3.44K 1.99% 11
2020
Q1 		$1.43M Sell
60,378
-1,338
-2% -$36.1K 2.29% 8
2019
Q4 		$1.78M Buy
+61,716
New +$1.72M 2.01% 12

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
55I LLC
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Legacy Wealth Planning's EFG Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.85% in Q3 2022, selling an estimated $15.3K and leaving 65,988 shares worth $1.6M. The position accounts for 2.64% of the portfolio, ranked #7.

Legacy Wealth Planning first reported a position in EFG in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.14M in Q1 2022. 686 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Legacy Wealth Planning held 65,988 shares of iShares MSCI EAFE Growth ETF worth $1.6M as of Q3 2022.
  • Legacy Wealth Planning sold 564 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $15.3K.
  • iShares MSCI EAFE Growth ETF made up 2.64% of Legacy Wealth Planning's portfolio in Q3 2022, its #7 holding.
  • Legacy Wealth Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 12 quarters since.
  • Legacy Wealth Planning's iShares MSCI EAFE Growth ETF position peaked at $2.14M in Q1 2022.
  • 686 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.