MCM
EFG icon

Manchester Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Manchester Capital 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
2023
Q4 		– Sell
-200
Closed -$17.3K – 1027
2023
Q3 		$17.3K Hold
200
– – ﹤0.01% 542
2023
Q2 		$19.1K Buy
+200
New +$19K ﹤0.01% 502

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Manchester Capital Management's EFG Position: Q4 2023 in Review

Manchester Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 200 shares — an estimated $17.3K sold.

Manchester Capital Management first reported a position in EFG in Q2 2023 and held it in 2 quarters. The position peaked at $19.1K in Q2 2023. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

  • Manchester Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Manchester Capital Management sold 200 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $17.3K.
  • Manchester Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 2 quarters.
  • Manchester Capital Management's iShares MSCI EAFE Growth ETF position peaked at $19.1K in Q2 2023.
  • 846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.