O'Brien Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

O'Brien 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
2023 Q1	–	Sell	-4,009	Closed	-$336K	–	57
2022 Q4	$336K	Sell	4,009 -56,625	-93%	-$4.58M	0.13%	29
2022 Q3	$4.4M	Buy	60,634 +54,011	+816%	+$4.41M	1.85%	10
2022 Q2	$533K	Buy	+6,623	New	+$575K	0.22%	19

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

O'Brien Wealth Partners's EFG Position: Q1 2023 in Review

O'Brien Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 4,009 shares — an estimated $336K sold.

O'Brien Wealth Partners first reported a position in EFG in Q2 2022 and held it in 3 quarters. The position peaked at $4.4M in Q3 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

O'Brien Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
O'Brien Wealth Partners sold 4,009 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $336K.
O'Brien Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 3 quarters.
O'Brien Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $4.4M in Q3 2022.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on O'Brien Wealth Partners's 13F filing for Q1 2023, filed 8 May 2023.