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Milestone Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Milestone Wealth’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
Q3 		$18K Hold
251
– – 0.02% 151
2022
Q2 		$20K Sell
251
-255
-50% -$22.1K 0.02% 142
2022
Q1 		$56K Hold
506
– – 0.05% 121
2021
Q4 		$56K Buy
+506
New +$55.4K 0.04% 121

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Milestone Wealth's EFG Position: Q3 2022 in Review

Milestone Wealth held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2022 at 251 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #151.

Milestone Wealth first reported a position in EFG in Q4 2021 and has held it in 4 quarters since. The position peaked at $56K in Q1 2022. 686 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Milestone Wealth held 251 shares of iShares MSCI EAFE Growth ETF worth $18K as of Q3 2022.
  • Milestone Wealth left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2022.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #151 holding.
  • Milestone Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares MSCI EAFE Growth ETF position peaked at $56K in Q1 2022.
  • 686 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.