Lenox Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$23K Buy
+242
New +$23.8K ﹤0.01% 358
2021
Q2
Sell
-52
Closed -$5K 720
2021
Q1
$5K Buy
+52
New +$5.29K ﹤0.01% 496

Other funds holding EFG

Lenox Wealth Advisors's EFG Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2022: 242 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in EFG as recently as Q1 2021.

Lenox Wealth Advisors first reported a position in EFG in Q1 2021 and has held it in 2 quarters since. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

  • Lenox Wealth Advisors held 242 shares of iShares MSCI EAFE Growth ETF worth $23K as of Q1 2022.
  • iShares MSCI EAFE Growth ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #358 holding.
  • Lenox Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.