Meeder Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-20	Closed	-$1K	–	1133
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1937
2022 Q2	$2K	Buy	+20	New	+$1.74K	﹤0.01%	1880
2021 Q3	–	Sell	-175	Closed	-$19K	–	2511
2021 Q2	$19K	Hold	175	–	–	﹤0.01%	1469
2021 Q1	$18K	Hold	175	–	–	﹤0.01%	1436
2020 Q4	$18K	Hold	175	–	–	﹤0.01%	823
2020 Q3	$16K	Buy	+175	New	+$15.5K	﹤0.01%	1228
2020 Q2	–	Sell	-94	Closed	-$7K	–	2155
2020 Q1	$7K	Hold	94	–	–	﹤0.01%	1648
2019 Q4	$8K	Hold	94	–	–	﹤0.01%	1619
2019 Q3	$8K	Buy	+94	New	+$7.52K	﹤0.01%	1594

Other funds holding EFG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Meeder Asset Management's EFG Position: Q4 2022 in Review

Meeder Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in EFG in Q3 2019 and held it in 9 quarters. The position peaked at $19K in Q2 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Meeder Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 20 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $1K.
Meeder Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2019 and held it in 9 quarters.
Meeder Asset Management's iShares MSCI EAFE Growth ETF position peaked at $19K in Q2 2021.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.