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Retirement Financial Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Retirement Financial Solutions’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
-46
Closed -$3.85K – 78
2022
Q4 		$3.85K Buy
+46
New +$3.72K ﹤0.01% 186

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LPL Financial
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Morgan Stanley
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Bank of America
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BlackRock
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PAS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Retirement Financial Solutions's EFG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 46 shares — an estimated $3.85K sold.

Retirement Financial Solutions first reported a position in EFG in Q4 2022 and held it in 1 quarter. The position peaked at $3.85K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 46 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $3.85K.
  • Retirement Financial Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares MSCI EAFE Growth ETF position peaked at $3.85K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.