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Montag & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Montag & Associates’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
2021
Q4 		– Sell
-9
Closed -$1K – 870
2021
Q3 		$1K Hold
9
– – ﹤0.01% 824
2021
Q2 		$1K Hold
9
– – ﹤0.01% 818
2021
Q1 		$1K Buy
+9
New +$915 ﹤0.01% 817

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montag & Associates's EFG Position: Q4 2021 in Review

Montag & Associates sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Montag & Associates first reported a position in EFG in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 737 funds tracked by Wall St. Rank hold EFG as of Q4 2021.

  • Montag & Associates reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 9 iShares MSCI EAFE Growth ETF shares in Q4 2021, an estimated $1K.
  • Montag & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 3 quarters.
  • Montag & Associates's iShares MSCI EAFE Growth ETF position peaked at $1K in Q3 2021.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.