Old Second National Bank of Aurora’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Old Second National Bank of Aurora’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 Q1	–	Sell	-41	Closed	-$3.97K	–	335
2023 Q4	$3.97K	Sell	41 -55	-57%	-$4.93K	﹤0.01%	310
2023 Q3	$8.29K	Hold	96	–	–	﹤0.01%	278
2023 Q2	$9.16K	Hold	96	–	–	﹤0.01%	286
2023 Q1	$8.99K	Hold	96	–	–	﹤0.01%	293
2022 Q4	$8.04K	Hold	96	–	–	﹤0.01%	299
2022 Q3	$7K	Hold	96	–	–	﹤0.01%	285
2022 Q2	$8K	Hold	96	–	–	﹤0.01%	288
2022 Q1	$9K	Buy	+96	New	+$9.44K	﹤0.01%	291
2021 Q4	–	Sell	-96	Closed	-$10K	–	319
2021 Q3	$10K	Hold	96	–	–	﹤0.01%	293
2021 Q2	$10K	Buy	+96	New	+$10.2K	﹤0.01%	295

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Old Second National Bank of Aurora's EFG Position: Q1 2024 in Review

Old Second National Bank of Aurora sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2024, closing a stake of 41 shares — an estimated $3.97K sold.

Old Second National Bank of Aurora first reported a position in EFG in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q3 2021. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Old Second National Bank of Aurora reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2024 after selling out during the quarter.
Old Second National Bank of Aurora sold 41 iShares MSCI EAFE Growth ETF shares in Q1 2024, an estimated $3.97K.
Old Second National Bank of Aurora first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and held it in 10 quarters.
Old Second National Bank of Aurora's iShares MSCI EAFE Growth ETF position peaked at $10K in Q3 2021.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2024, filed 6 May 2024.