LWM
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Lyell Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lyell Wealth Management’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
Q2 		– Sell
-2,100
Closed -$211K – 191
2021
Q1 		$211K Sell
2,100
-350
-14% -$35.6K 0.03% 164
2020
Q4 		$247K Buy
+2,450
New +$232K 0.04% 147

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

Lyell Wealth Management's EFG Position: Q2 2021 in Review

Lyell Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2021, closing a stake of 2,100 shares — an estimated $211K sold.

Lyell Wealth Management first reported a position in EFG in Q4 2020 and held it in 2 quarters. The position peaked at $247K in Q4 2020. 615 funds tracked by Wall St. Rank hold EFG as of Q2 2021.

  • Lyell Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Lyell Wealth Management sold 2,100 iShares MSCI EAFE Growth ETF shares in Q2 2021, an estimated $211K.
  • Lyell Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 2 quarters.
  • Lyell Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $247K in Q4 2020.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2021.

Based on Lyell Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.