Lombard Odier Asset Management (Switzerland)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2023 Q1	–	Sell	-3,000	Closed	-$251K	–	406
2022 Q4	$251K	Sell	3,000 -98,300	-97%	-$7.95M	0.02%	347
2022 Q3	$7.35M	Buy	+101,300	New	+$8.26M	0.62%	47

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s EFG Position: Q1 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 3,000 shares — an estimated $251K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in EFG in Q3 2022 and held it in 2 quarters. The position peaked at $7.35M in Q3 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

Lombard Odier Asset Management (Switzerland) reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 3,000 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $251K.
Lombard Odier Asset Management (Switzerland) first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 2 quarters.
Lombard Odier Asset Management (Switzerland)'s iShares MSCI EAFE Growth ETF position peaked at $7.35M in Q3 2022.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 15 May 2023.