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

Maiden Cove 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 		$701K Sell
7,241
-573
-7% -$58.2K 1.07% 28
2024
Q3 		$841K Buy
7,814
+634
+9% +$65.8K 1.31% 23
2024
Q2 		$742K Buy
+7,180
New +$734K 1.61% 18

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Maiden Cove Capital's EFG Position: Q4 2024 in Review

Maiden Cove Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.3% in Q4 2024, selling an estimated $58.2K and leaving 7,241 shares worth $701K. The position accounts for 1.07% of the portfolio, ranked #28.

Maiden Cove Capital first reported a position in EFG in Q2 2024 and has held it in 3 quarters since. The position peaked at $841K in Q3 2024. 989 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Maiden Cove Capital held 7,241 shares of iShares MSCI EAFE Growth ETF worth $701K as of Q4 2024.
  • Maiden Cove Capital sold 573 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $58.2K.
  • iShares MSCI EAFE Growth ETF made up 1.07% of Maiden Cove Capital's portfolio in Q4 2024, its #28 holding.
  • Maiden Cove Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's iShares MSCI EAFE Growth ETF position peaked at $841K in Q3 2024.
  • 989 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.