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

LS Investment 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
2022 Q2	–	Sell	-900	Closed	-$87K	–	131
2022 Q1	$87K	Hold	900	–	–	0.01%	128
2021 Q4	$99K	Hold	900	–	–	0.01%	138
2021 Q3	$96K	Hold	900	–	–	0.01%	150
2021 Q2	$97K	Hold	900	–	–	0.01%	151
2021 Q1	$90K	Hold	900	–	–	0.01%	793
2020 Q4	$91K	Hold	900	–	–	﹤0.01%	860
2020 Q3	$81K	Hold	900	–	–	﹤0.01%	761
2020 Q2	$75K	Hold	900	–	–	﹤0.01%	1062
2020 Q1	$64K	Hold	900	–	–	﹤0.01%	1047
2019 Q4	$78K	Hold	900	–	–	﹤0.01%	1196
2019 Q3	$72K	Hold	900	–	–	﹤0.01%	1181
2019 Q2	$73K	Hold	900	–	–	﹤0.01%	1185
2019 Q1	$70K	Hold	900	–	–	﹤0.01%	1200
2018 Q4	$62K	Hold	900	–	–	﹤0.01%	1207
2018 Q3	$72K	Hold	900	–	–	﹤0.01%	1223
2018 Q2	$71K	Buy	+900	New	+$72.9K	﹤0.01%	1219

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

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

LS Investment Advisors's EFG Position: Q2 2022 in Review

LS Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2022, closing a stake of 900 shares — an estimated $87K sold.

LS Investment Advisors first reported a position in EFG in Q2 2018 and held it in 16 quarters. The position peaked at $99K in Q4 2021. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

LS Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2022 after selling out during the quarter.
LS Investment Advisors sold 900 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $87K.
LS Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 16 quarters.
LS Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $99K in Q4 2021.
699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on LS Investment Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.