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Maxwell Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Maxwell Wealth Strategies’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 		$2.35M Buy
24,264
+2,509
+12% +$255K 0.96% 29
2024
Q3 		$2.22M Sell
21,755
-1,083
-5% -$112K 0.94% 38
2024
Q2 		$2.34M Buy
22,838
+1,086
+5% +$111K 1.14% 31
2024
Q1 		$2.24M Sell
21,752
-4,876
-18% -$485K 1.14% 32
2023
Q4 		$2.58M Buy
+26,628
New +$2.39M 1.69% 20

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Maxwell Wealth Strategies's EFG Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q4 2024, buying an estimated $255K and bringing the position to 24,264 shares worth $2.35M. The position accounts for 0.96% of the portfolio, ranked #29.

Maxwell Wealth Strategies first reported a position in EFG in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.58M in Q4 2023. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Maxwell Wealth Strategies held 24,264 shares of iShares MSCI EAFE Growth ETF worth $2.35M as of Q4 2024.
  • Maxwell Wealth Strategies bought 2,509 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $255K.
  • iShares MSCI EAFE Growth ETF made up 0.96% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #29 holding.
  • Maxwell Wealth Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares MSCI EAFE Growth ETF position peaked at $2.58M in Q4 2023.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.