MI
EFG icon

Moneywise Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Moneywise Inc’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
Q4 		– Sell
-13,790
Closed -$1.48M – 53
2024
Q3 		$1.48M Buy
13,790
+6,702
+95% +$695K 0.73% 31
2024
Q2 		$725K Buy
7,088
+3,719
+110% +$380K 0.38% 38
2024
Q1 		$350K Buy
+3,369
New +$335K 0.19% 48
2022
Q1 		– Sell
-2,038
Closed -$225K – 52
2021
Q4 		$225K Buy
2,038
+12
+0.6% +$1.31K 0.14% 49
2021
Q3 		$216K Sell
2,026
-117
-5% -$12.9K 0.14% 47
2021
Q2 		$230K Buy
2,143
+16
+0.8% +$1.7K 0.16% 46
2021
Q1 		$214K Hold
2,127
– – 0.14% 50
2020
Q4 		$215K Buy
+2,127
New +$201K 0.15% 46

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Moneywise Inc's EFG Position: Q4 2024 in Review

Moneywise Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 13,790 shares — an estimated $1.48M sold.

Moneywise Inc first reported a position in EFG in Q4 2020 and held it in 8 quarters. The position peaked at $1.48M in Q3 2024. 990 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Moneywise Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Moneywise Inc sold 13,790 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $1.48M.
  • Moneywise Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 8 quarters.
  • Moneywise Inc's iShares MSCI EAFE Growth ETF position peaked at $1.48M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Moneywise Inc's 13F filing for Q4 2024, filed 27 Jan 2025.