MKT Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MKT Advisors’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 Q3	–	Sell	-2,390	Closed	-$231K	–	146
2023 Q2	$231K	Sell	2,390 -414	-15%	-$39.4K	0.16%	121
2023 Q1	$262K	Buy	2,804 +208	+8%	+$18.7K	0.2%	102
2022 Q4	$230K	Buy	+2,596	New	+$210K	0.17%	117
2022 Q1	–	Sell	-2,646	Closed	-$259K	–	146
2021 Q4	$259K	Buy	+2,646	New	+$290K	0.2%	113

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

MKT Advisors's EFG Position: Q3 2023 in Review

MKT Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 2,390 shares — an estimated $231K sold.

MKT Advisors first reported a position in EFG in Q4 2021 and held it in 4 quarters. The position peaked at $262K in Q1 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

MKT Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
MKT Advisors sold 2,390 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $231K.
MKT Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 4 quarters.
MKT Advisors's iShares MSCI EAFE Growth ETF position peaked at $262K in Q1 2023.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on MKT Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.