Lindbrook Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lindbrook Capital’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
2024 Q4	–	Sell	-365	Closed	-$39.3K	–	2813
2024 Q3	$39.3K	Buy	+365	New	+$37.9K	﹤0.01%	939
2023 Q4	–	Sell	-2,537	Closed	-$219K	–	2727
2023 Q3	$219K	Hold	2,537	–	–	0.02%	298
2023 Q2	$242K	Hold	2,537	–	–	0.03%	285
2023 Q1	$238K	Hold	2,537	–	–	0.03%	279
2022 Q4	$212K	Hold	2,537	–	–	0.03%	316
2022 Q3	$184K	Hold	2,537	–	–	0.03%	279
2022 Q2	$204K	Hold	2,537	–	–	0.03%	284
2022 Q1	$244K	Sell	2,537 -1,000	-28%	-$98.3K	0.04%	249
2021 Q4	$390K	Buy	+3,537	New	+$387K	0.06%	191

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

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

Lindbrook Capital's EFG Position: Q4 2024 in Review

Lindbrook Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 365 shares — an estimated $39.3K sold.

Lindbrook Capital first reported a position in EFG in Q4 2021 and held it in 9 quarters. The position peaked at $390K in Q4 2021. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

Lindbrook Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 365 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $39.3K.
Lindbrook Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 9 quarters.
Lindbrook Capital's iShares MSCI EAFE Growth ETF position peaked at $390K in Q4 2021.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.