Lehman & Derafelo Financial Resources’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-93	Closed	-$7K	–	120
2022 Q3	$7K	Hold	93	–	–	﹤0.01%	175
2022 Q2	$8K	Buy	+93	New	+$8.08K	﹤0.01%	179
2021 Q4	–	Sell	-92	Closed	-$10K	–	121
2021 Q3	$10K	Hold	92	–	–	﹤0.01%	169
2021 Q2	$10K	Buy	92 +1	+1%	+$106	﹤0.01%	195
2021 Q1	$9K	Hold	91	–	–	﹤0.01%	199
2020 Q4	$9K	Hold	91	–	–	﹤0.01%	192
2020 Q3	$8K	Hold	91	–	–	﹤0.01%	231
2020 Q2	$8K	Buy	+91	New	+$7.11K	﹤0.01%	217

Other funds holding EFG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

Lehman & Derafelo Financial Resources's EFG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 93 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in EFG in Q2 2020 and held it in 8 quarters. The position peaked at $10K in Q3 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 93 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $7K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI EAFE Growth ETF position peaked at $10K in Q3 2021.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.