Peterson Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Peterson Financial Group’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	$805K	Sell	7,479 -581	-7%	-$60.3K	3.1%	3
2024 Q2	$825K	Buy	8,060 +982	+14%	+$100K	5.03%	3
2024 Q1	$735K	Sell	7,078 -416	-6%	-$41.4K	4.79%	6
2023 Q4	$726K	Buy	7,494 +825	+12%	+$73.9K	4.76%	7
2023 Q3	$576K	Buy	6,669 +81	+1%	+$7.47K	5.72%	8
2023 Q2	$629K	Sell	6,588 -482	-7%	-$45.9K	5.76%	6
2023 Q1	$662K	Sell	7,070 -1,699	-19%	-$153K	6.67%	6
2022 Q4	$735K	Buy	8,769 +428	+5%	+$34.6K	0.97%	47
2022 Q3	$605K	Buy	8,341 +330	+4%	+$26.9K	0.59%	57
2022 Q2	$645K	Buy	8,011 +261	+3%	+$22.7K	0.61%	57
2022 Q1	$746K	Buy	7,750 +24	+0.3%	+$2.36K	0.62%	57
2021 Q4	$852K	Buy	+7,726	New	+$846K	0.7%	55

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

Peterson Financial Group's EFG Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.2% in Q3 2024, selling an estimated $60.3K and leaving 7,479 shares worth $805K. The position accounts for 3.1% of the portfolio, ranked #3.

Peterson Financial Group first reported a position in EFG in Q4 2021 and has held it in 12 quarters since. The position peaked at $852K in Q4 2021. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Peterson Financial Group held 7,479 shares of iShares MSCI EAFE Growth ETF worth $805K as of Q3 2024.
Peterson Financial Group sold 581 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $60.3K.
iShares MSCI EAFE Growth ETF made up 3.1% of Peterson Financial Group's portfolio in Q3 2024, its #3 holding.
Peterson Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's iShares MSCI EAFE Growth ETF position peaked at $852K in Q4 2021.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.