Meitav Investment House’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-3,115	Closed	-$302K	–	254
2023 Q4	$302K	Hold	3,115	–	–	﹤0.01%	292
2023 Q3	$269K	Hold	3,115	–	–	﹤0.01%	299
2023 Q2	$297K	Hold	3,115	–	–	﹤0.01%	318
2023 Q1	$301K	Hold	3,115	–	–	0.01%	321
2022 Q4	$261K	Hold	3,115	–	–	﹤0.01%	336
2022 Q3	$227K	Hold	3,115	–	–	﹤0.01%	341
2022 Q2	$251K	Hold	3,115	–	–	﹤0.01%	315
2022 Q1	$300K	Hold	3,115	–	–	﹤0.01%	342
2021 Q4	$344K	Hold	3,115	–	–	0.01%	332
2021 Q3	$332K	Hold	3,115	–	–	0.01%	344
2021 Q2	$334K	Hold	3,115	–	–	0.01%	345
2021 Q1	$313	Hold	3,115	–	–	0.01%	320
2020 Q4	$314K	Hold	3,115	–	–	0.01%	333
2020 Q3	$280K	Hold	3,115	–	–	0.01%	344
2020 Q2	$259K	Hold	3,115	–	–	0.02%	332
2020 Q1	$222K	Hold	3,115	–	–	0.02%	329
2019 Q4	$269K	Hold	3,115	–	–	0.02%	357
2019 Q3	$250K	Buy	+3,115	New	+$249K	0.02%	369
2019 Q2	–	Sell	-3,115	Closed	-$241K	–	440
2019 Q1	$241K	Buy	+3,115	New	+$231K	0.01%	340
2018 Q4	–	Sell	-3,115	Closed	-$249K	–	371
2018 Q3	$249K	Buy	+3,115	New	+$248K	0.01%	407

Other funds holding EFG

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

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

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

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Meitav Investment House's EFG Position: Q1 2024 in Review

Meitav Investment House sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 3,115 shares — an estimated $302K sold.

Meitav Investment House first reported a position in EFG in Q3 2018 and held it in 20 quarters. The position peaked at $344K in Q4 2021. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Meitav Investment House reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 3,115 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $302K.
Meitav Investment House first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 20 quarters.
Meitav Investment House's iShares MSCI EAFE Growth ETF position peaked at $344K in Q4 2021.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.