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New York Life Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

New York Life Investment Management’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
Q1 		– Sell
-8,013
Closed -$671K – 1257
2022
Q4 		$671K Sell
8,013
-34,461
-81% -$2.79M 0.01% 702
2022
Q3 		$3.08M Sell
42,474
-96,455
-69% -$7.87M 0.04% 415
2022
Q2 		$11.2M Buy
+138,929
New +$12.1M 0.13% 164

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 $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

New York Life Investment Management's EFG Position: Q1 2023 in Review

New York Life Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 8,013 shares — an estimated $671K sold.

New York Life Investment Management first reported a position in EFG in Q2 2022 and held it in 3 quarters. The position peaked at $11.2M in Q2 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • New York Life Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 8,013 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $671K.
  • New York Life Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's iShares MSCI EAFE Growth ETF position peaked at $11.2M in Q2 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.