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

Pillar 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
2024 Q3	–	Sell	-7,947	Closed	-$813K	–	19
2024 Q2	$813K	Sell	7,947 -4,284	-35%	-$438K	0.98%	27
2024 Q1	$1.27M	Sell	12,231 -379	-3%	-$37.7K	0.96%	25
2023 Q4	$1.22M	Sell	12,610 -1,282	-9%	-$115K	0.94%	26
2023 Q3	$1.2M	Sell	13,892 -203	-1%	-$18.7K	1.04%	24
2023 Q2	$1.34M	Sell	14,095 -398	-3%	-$37.9K	1.12%	22
2023 Q1	$1.36M	Sell	14,493 -257	-2%	-$23.1K	1.35%	16
2022 Q4	$1.24M	Buy	14,750 +1,993	+16%	+$161K	1.19%	16
2022 Q3	$926K	Sell	12,757 -1,371	-10%	-$112K	0.92%	22
2022 Q2	$1.14M	Sell	14,128 -6,750	-32%	-$586K	1.16%	20
2022 Q1	$2.01M	Sell	20,878 -458	-2%	-$45K	1.94%	11
2021 Q4	$2.35M	Buy	+21,336	New	+$2.34M	2.24%	10

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 $18.1B AUM 15% 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 $12.8B AUM 19.38% 1-Year Est. Return

Pillar Wealth Advisors's EFG Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 7,947 shares — an estimated $813K sold.

Pillar Wealth Advisors first reported a position in EFG in Q4 2021 and held it in 11 quarters. The position peaked at $2.35M in Q4 2021. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

Pillar Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 7,947 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $813K.
Pillar Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.35M in Q4 2021.
913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.