PFS Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

PFS Partners’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 Q3	–	Sell	-83	Closed	-$7.91K	–	472
2023 Q2	$7.91K	Buy	83 +1	+1%	+$95	0.01%	285
2023 Q1	$7.69K	Sell	82 -539	-87%	-$48.5K	0.01%	240
2022 Q4	$52K	Hold	621	–	–	0.05%	88
2022 Q3	$45.1K	Hold	621	–	–	0.05%	89
2022 Q2	$50K	Buy	621 +1	+0.2%	+$87	0.05%	84
2022 Q1	$59.7K	Hold	620	–	–	0.05%	81
2021 Q4	$68.4K	Buy	+620	New	+$67.9K	0.05%	80

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

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

PFS Partners's EFG Position: Q3 2023 in Review

PFS Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 83 shares — an estimated $7.91K sold.

PFS Partners first reported a position in EFG in Q4 2021 and held it in 7 quarters. The position peaked at $68.4K in Q4 2021. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

PFS Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
PFS Partners sold 83 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $7.91K.
PFS Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 7 quarters.
PFS Partners's iShares MSCI EAFE Growth ETF position peaked at $68.4K in Q4 2021.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on PFS Partners's 13F filing for Q3 2023, filed 1 Dec 2023.