Resource Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Resource Management’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
2021 Q4	–	Sell	-3,036	Closed	-$323K	–	194
2021 Q3	$323K	Hold	3,036	–	–	0.04%	139
2021 Q2	$326K	Buy	3,036 +36	+1%	+$3.83K	0.04%	144
2021 Q1	$301K	Hold	3,000	–	–	0.04%	136
2020 Q4	$303K	Buy	+3,000	New	+$284K	0.04%	126

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resource Management's EFG Position: Q4 2021 in Review

Resource Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2021, closing a stake of 3,036 shares — an estimated $323K sold.

Resource Management first reported a position in EFG in Q4 2020 and held it in 4 quarters. The position peaked at $326K in Q2 2021. 736 funds tracked by Wall St. Rank hold EFG as of Q4 2021.

Resource Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2021 after selling out during the quarter.
Resource Management sold 3,036 iShares MSCI EAFE Growth ETF shares in Q4 2021, an estimated $323K.
Resource Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 4 quarters.
Resource Management's iShares MSCI EAFE Growth ETF position peaked at $326K in Q2 2021.
736 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.