Oldfather Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Oldfather Financial Services’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 Q4	–	Sell	-2,863	Closed	-$208K	–	63
2022 Q3	$208K	Hold	2,863	–	–	0.13%	57
2022 Q2	$244K	Hold	2,863	–	–	0.14%	56
2022 Q1	$256K	Hold	2,863	–	–	0.14%	54
2021 Q4	$285K	Hold	2,863	–	–	0.15%	53
2021 Q3	$323K	Hold	2,863	–	–	0.17%	50
2021 Q2	$316K	Hold	2,863	–	–	0.17%	48
2021 Q1	$297K	Hold	2,863	–	–	0.17%	52
2020 Q4	$293K	Hold	2,863	–	–	0.17%	56
2020 Q3	$263K	Hold	2,863	–	–	0.19%	53
2020 Q2	$252K	Hold	2,863	–	–	0.2%	52
2020 Q1	$218K	Hold	2,863	–	–	0.21%	54
2019 Q4	$248K	Buy	+2,863	New	+$239K	0.23%	47

Other funds holding EFG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

Oldfather Financial Services's EFG Position: Q4 2022 in Review

Oldfather Financial Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 2,863 shares — an estimated $208K sold.

Oldfather Financial Services first reported a position in EFG in Q4 2019 and held it in 12 quarters. The position peaked at $323K in Q3 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Oldfather Financial Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Oldfather Financial Services sold 2,863 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $208K.
Oldfather Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 12 quarters.
Oldfather Financial Services's iShares MSCI EAFE Growth ETF position peaked at $323K in Q3 2021.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Oldfather Financial Services's 13F filing for Q4 2022, filed 2 Feb 2023.