NewSquare Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-40	Closed	-$4.15K	–	383
2024 Q1	$4.15K	Buy	+40	New	+$3.98K	﹤0.01%	306
2023 Q4	–	Sell	-51	Closed	-$4.4K	–	535
2023 Q3	$4.4K	Sell	51 -90	-64%	-$8.3K	﹤0.01%	388
2023 Q2	$13.5K	Buy	+141	New	+$13.4K	﹤0.01%	308
2022 Q4	–	Sell	-38	Closed	-$3K	–	842
2022 Q3	$3K	Buy	+38	New	+$3.1K	﹤0.01%	325
2022 Q2	–	Sell	-108	Closed	-$10K	–	371
2022 Q1	$10K	Hold	108	–	–	﹤0.01%	258
2021 Q4	$12K	Hold	108	–	–	﹤0.01%	273
2021 Q3	$11K	Sell	108 -25	-19%	-$2.75K	﹤0.01%	263
2021 Q2	$14K	Buy	+133	New	+$14.1K	﹤0.01%	243
2014 Q2	–	Sell	-52	Closed	-$4K	–	285
2014 Q1	$4K	Buy	+52	New	+$3.63K	﹤0.01%	230

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewSquare Capital's EFG Position: Q2 2024 in Review

NewSquare Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 40 shares — an estimated $4.15K sold.

NewSquare Capital first reported a position in EFG in Q1 2014 and held it in 9 quarters. The position peaked at $14K in Q2 2021. 873 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

NewSquare Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 40 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $4.15K.
NewSquare Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and held it in 9 quarters.
NewSquare Capital's iShares MSCI EAFE Growth ETF position peaked at $14K in Q2 2021.
873 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.