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

Realta 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	-243	Closed	-$23.2K	–	506
2023 Q3	$23.2K	Hold	243	–	–	0.01%	598
2023 Q2	$23.2K	Buy	+243	New	+$23.1K	0.01%	643
2023 Q1	–	Sell	-78	Closed	-$6.55K	–	507
2022 Q4	$6.55K	Buy	+78	New	+$6.31K	﹤0.01%	755
2020 Q1	–	Sell	-78	Closed	-$7K	–	590
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	1234
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	1267
2019 Q2	$6K	Buy	78 +1	+1%	+$79	﹤0.01%	1302
2019 Q1	$6K	Buy	+77	New	+$5.71K	﹤0.01%	1023

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Realta Investment Advisors's EFG Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 243 shares — an estimated $23.2K sold.

Realta Investment Advisors first reported a position in EFG in Q1 2019 and held it in 7 quarters. The position peaked at $23.2K in Q3 2023. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

Realta Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 243 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $23.2K.
Realta Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $23.2K in Q3 2023.
846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.