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

LM 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
2024 Q1	–	Sell	-700	Closed	-$67.8K	–	353
2023 Q4	$67.8K	Buy	+700	New	+$62.7K	0.01%	285

Other funds holding EFG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LM Advisors's EFG Position: Q1 2024 in Review

LM Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 700 shares — an estimated $67.8K sold.

LM Advisors first reported a position in EFG in Q4 2023 and held it in 1 quarter. The position peaked at $67.8K in Q4 2023. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

LM Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 700 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $67.8K.
LM Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's iShares MSCI EAFE Growth ETF position peaked at $67.8K in Q4 2023.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.