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McDonald Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

McDonald Partners’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
2022
Q1 		– Sell
-2,945
Closed -$325K – 415
2021
Q4 		$325K Buy
+2,945
New +$323K 0.3% 59

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McDonald Partners's EFG Position: Q1 2022 in Review

McDonald Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 2,945 shares — an estimated $325K sold.

McDonald Partners first reported a position in EFG in Q4 2021 and held it in 1 quarter. The position peaked at $325K in Q4 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

  • McDonald Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 2,945 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $325K.
  • McDonald Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares MSCI EAFE Growth ETF position peaked at $325K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.