Outlook Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Outlook Wealth Advisors’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
2021 Q4	–	Sell	-45,455	Closed	-$4.84M	–	209
2021 Q3	$4.84M	Buy	45,455 +692	+2%	+$76.2K	1.58%	15
2021 Q2	$4.8M	Sell	44,763 -11,962	-21%	-$1.27M	1.54%	15
2021 Q1	$5.7M	Buy	56,725 +3,271	+6%	+$333K	1.98%	10
2020 Q4	$5.39M	Buy	+53,454	New	+$5.06M	1.96%	13

Other funds holding EFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Outlook Wealth Advisors's EFG Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2021, closing a stake of 45,455 shares — an estimated $4.84M sold.

Outlook Wealth Advisors first reported a position in EFG in Q4 2020 and held it in 4 quarters. The position peaked at $5.7M in Q1 2021. 736 funds tracked by Wall St. Rank hold EFG as of Q4 2021.

Outlook Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 45,455 iShares MSCI EAFE Growth ETF shares in Q4 2021, an estimated $4.84M.
Outlook Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 4 quarters.
Outlook Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.7M in Q1 2021.
736 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.