OPW
EFG icon

Oxler Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Oxler Private Wealth’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
-412
Closed -$32.3K – 155
2022
Q3 		$32.3K Buy
412
+98
+31% +$7.99K 0.02% 245
2022
Q2 		$25.3K Buy
+314
New +$27.3K 0.01% 179

Other funds holding EFG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
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

Oxler Private Wealth's EFG Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 412 shares — an estimated $32.3K sold.

Oxler Private Wealth first reported a position in EFG in Q2 2022 and held it in 2 quarters. The position peaked at $32.3K in Q3 2022. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 412 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $32.3K.
  • Oxler Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $32.3K in Q3 2022.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.