Northwest Investment Counselors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Northwest Investment Counselors’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 Q3	$50.8K	Buy	+472	New	+$49K	0.01%	248

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwest Investment Counselors's EFG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2024: 472 shares worth $50.8K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Northwest Investment Counselors held 472 shares of iShares MSCI EAFE Growth ETF worth $50.8K as of Q3 2024.
iShares MSCI EAFE Growth ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares MSCI EAFE Growth ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #248 holding.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.