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Oak Harbor Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Oak Harbor Wealth Partners’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
2022
Q3 		– Sell
-123
Closed -$10K – 216
2022
Q2 		$10K Hold
123
– – ﹤0.01% 205
2022
Q1 		$12K Hold
123
– – ﹤0.01% 217
2021
Q4 		$14K Buy
+123
New +$13.5K ﹤0.01% 222

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oak Harbor Wealth Partners's EFG Position: Q3 2022 in Review

Oak Harbor Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2022, closing a stake of 123 shares — an estimated $10K sold.

Oak Harbor Wealth Partners first reported a position in EFG in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Oak Harbor Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 123 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $10K.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 3 quarters.
  • Oak Harbor Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $14K in Q4 2021.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2022, filed 3 Nov 2022.