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

McElhenny Sheffield 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
Q1 		– Sell
-34
Closed -$2.85K – 226
2022
Q4 		$2.85K Buy
+34
New +$2.75K ﹤0.01% 464

Other funds holding EFG

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

McElhenny Sheffield Capital Management's EFG Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 34 shares — an estimated $2.85K sold.

McElhenny Sheffield Capital Management first reported a position in EFG in Q4 2022 and held it in 1 quarter. The position peaked at $2.85K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 34 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $2.85K.
  • McElhenny Sheffield Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares MSCI EAFE Growth ETF position peaked at $2.85K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.