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Lighthouse Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$2.85M Buy
28,383
+3,262
+13% +$332K 0.86% 28
2020
Q4 		$2.53M Buy
+25,121
New +$2.38M 0.86% 41

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
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

Lighthouse Financial Advisors's EFG Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q1 2021, buying an estimated $332K and bringing the position to 28,383 shares worth $2.85M. The position accounts for 0.86% of the portfolio, ranked #28.

Lighthouse Financial Advisors first reported a position in EFG in Q4 2020 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold EFG as of Q1 2021.

  • Lighthouse Financial Advisors held 28,383 shares of iShares MSCI EAFE Growth ETF worth $2.85M as of Q1 2021.
  • Lighthouse Financial Advisors bought 3,262 iShares MSCI EAFE Growth ETF shares in Q1 2021, an estimated $332K.
  • iShares MSCI EAFE Growth ETF made up 0.86% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #28 holding.
  • Lighthouse Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.