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RE Dickinson Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-127
Closed -$11K – 238
2023
Q3 		$11K Buy
+127
New +$11.7K 0.01% 166
2022
Q1 		– Sell
-18
Closed -$2K – 294
2021
Q4 		$2K Buy
+18
New +$1.97K ﹤0.01% 262

Other funds holding EFG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RE Dickinson Investment Advisors's EFG Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 127 shares — an estimated $11K sold.

RE Dickinson Investment Advisors first reported a position in EFG in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2023. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 127 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $11K.
  • RE Dickinson Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $11K in Q3 2023.
  • 846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.