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

Oxinas Partners 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
2022 Q1	–	Sell	-12,432	Closed	-$1.37M	–	126
2021 Q4	$1.37M	Sell	12,432 -1,020	-8%	-$112K	0.78%	33
2021 Q3	$1.43M	Buy	13,452 +676	+5%	+$74.4K	0.83%	36
2021 Q2	$1.37M	Sell	12,776 -20	-0.2%	-$2.13K	0.79%	36
2021 Q1	$1.29M	Buy	12,796 +356	+3%	+$36.2K	0.82%	37
2020 Q4	$1.25M	Buy	+12,440	New	+$1.18M	0.93%	30

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

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

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

Oxinas Partners Wealth Management's EFG Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 12,432 shares — an estimated $1.37M sold.

Oxinas Partners Wealth Management first reported a position in EFG in Q4 2020 and held it in 5 quarters. The position peaked at $1.43M in Q3 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

Oxinas Partners Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
Oxinas Partners Wealth Management sold 12,432 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $1.37M.
Oxinas Partners Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 5 quarters.
Oxinas Partners Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.43M in Q3 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.