MA
EFG icon

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

MBA 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
2021
Q3 		– Sell
-2,076
Closed -$223 – 136
2021
Q2 		$223 Sell
2,076
-5,656
-73% -$601K 0.1% 128
2021
Q1 		$777 Buy
+7,732
New +$786K 0.43% 45

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

MBA Advisors's EFG Position: Q3 2021 in Review

MBA Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2021, closing a stake of 2,076 shares — an estimated $223 sold.

MBA Advisors first reported a position in EFG in Q1 2021 and held it in 2 quarters. The position peaked at $777 in Q1 2021. 629 funds tracked by Wall St. Rank hold EFG as of Q3 2021.

  • MBA Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2021 after selling out during the quarter.
  • MBA Advisors sold 2,076 iShares MSCI EAFE Growth ETF shares in Q3 2021, an estimated $223.
  • MBA Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 2 quarters.
  • MBA Advisors's iShares MSCI EAFE Growth ETF position peaked at $777 in Q1 2021.
  • 629 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2021.

Based on MBA Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.