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Relaxing Retirement Coach’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Relaxing Retirement Coach’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
2022
Q1 		– Sell
-4,080
Closed -$451K – 56
2021
Q4 		$451K Sell
4,080
-361
-8% -$39.5K 0.26% 37
2021
Q3 		$473K Hold
4,441
– – 0.39% 34
2021
Q2 		$476K Hold
4,441
– – 0.4% 35
2021
Q1 		$446K Sell
4,441
-781
-15% -$79.4K 0.51% 33
2020
Q4 		$527K Sell
5,222
-5,222
-50% -$494K 0.58% 35
2020
Q3 		$940K Buy
10,444
+4,770
+84% +$423K 0.41% 38
2020
Q2 		$472K Sell
5,674
-1,232
-18% -$96.2K 0.33% 38
2020
Q1 		$490K Hold
6,906
– – 0.3% 38
2019
Q4 		$596K Buy
6,906
+2
+0% +$167 0.17% 41
2019
Q3 		$557K Sell
6,904
-17
-0.2% -$1.36K 0.17% 41
2019
Q2 		$560K Sell
6,921
-2
-0% -$158 0.17% 41
2019
Q1 		$534K Sell
6,923
-1,399
-17% -$104K 0.17% 41
2018
Q4 		$576K Sell
8,322
-3,386
-29% -$247K 0.2% 40
2018
Q3 		$939K Sell
11,708
-5,188
-31% -$414K 0.28% 38
2018
Q2 		$1.33M Sell
16,896
-33,225
-66% -$2.69M 0.41% 36
2018
Q1 		$4.03M Sell
50,121
-58,758
-54% -$4.8M 1.27% 31
2017
Q4 		$8.8M Buy
+108,879
New +$8.63M 2.86% 14

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Relaxing Retirement Coach's EFG Position: Q1 2022 in Review

Relaxing Retirement Coach sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 4,080 shares — an estimated $451K sold.

Relaxing Retirement Coach first reported a position in EFG in Q4 2017 and held it in 17 quarters. The position peaked at $8.8M in Q4 2017. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

  • Relaxing Retirement Coach reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Relaxing Retirement Coach sold 4,080 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $451K.
  • Relaxing Retirement Coach first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and held it in 17 quarters.
  • Relaxing Retirement Coach's iShares MSCI EAFE Growth ETF position peaked at $8.8M in Q4 2017.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Relaxing Retirement Coach's 13F filing for Q1 2022, filed 6 May 2022.