Renasant Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Renasant Bank’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 Q1	–	Sell	-3,280	Closed	-$275K	–	193
2022 Q4	$275K	Buy	+3,280	New	+$265K	0.21%	151

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Renasant Bank's EFG Position: Q1 2023 in Review

Renasant Bank sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 3,280 shares — an estimated $275K sold.

Renasant Bank first reported a position in EFG in Q4 2022 and held it in 1 quarter. The position peaked at $275K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

Renasant Bank reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
Renasant Bank sold 3,280 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $275K.
Renasant Bank first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 1 quarter.
Renasant Bank's iShares MSCI EAFE Growth ETF position peaked at $275K in Q4 2022.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Renasant Bank's 13F filing for Q1 2023, filed 5 May 2023.