One Wealth Management Investment & Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

One Wealth Management Investment & Advisory 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
2024 Q3	–	Sell	-60,215	Closed	-$6.16M	–	71
2024 Q2	$6.16M	Buy	60,215 +14,850	+33%	+$1.52M	2.45%	11
2024 Q1	$4.71M	Buy	45,365 +4,006	+10%	+$399K	1.93%	11
2023 Q4	$4.01M	Buy	+41,359	New	+$3.71M	1.78%	12

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

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

One Wealth Management Investment & Advisory Services's EFG Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 60,215 shares — an estimated $6.16M sold.

One Wealth Management Investment & Advisory Services first reported a position in EFG in Q4 2023 and held it in 3 quarters. The position peaked at $6.16M in Q2 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 60,215 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $6.16M.
One Wealth Management Investment & Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 3 quarters.
One Wealth Management Investment & Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $6.16M in Q2 2024.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.