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Orgel Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Orgel Wealth Management’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
-9,489
Closed -$795K – 74
2022
Q4 		$795K Buy
+9,489
New +$767K 0.03% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Orgel Wealth Management's EFG Position: Q1 2023 in Review

Orgel Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 9,489 shares — an estimated $795K sold.

Orgel Wealth Management first reported a position in EFG in Q4 2022 and held it in 1 quarter. The position peaked at $795K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Orgel Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Orgel Wealth Management sold 9,489 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $795K.
  • Orgel Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 1 quarter.
  • Orgel Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $795K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Orgel Wealth Management's 13F filing for Q1 2023, filed 6 Apr 2023.