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

Retirement Group’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
2024 Q1	$6K	Hold	58	–	–	﹤0.01%	542
2023 Q4	$5.59K	Buy	+58	New	+$5.2K	﹤0.01%	523
2023 Q3	–	Sell	-57	Closed	-$5.47K	–	789
2023 Q2	$5.47K	Buy	+57	New	+$5.42K	﹤0.01%	497
2021 Q3	–	Sell	-670	Closed	-$72K	–	646
2021 Q2	$72K	Buy	670 +6	+0.9%	+$638	0.03%	194
2021 Q1	$67K	Hold	664	–	–	0.03%	237
2020 Q4	$67K	Buy	664 +2	+0.3%	+$189	0.03%	223
2020 Q3	$60K	Buy	+662	New	+$58.7K	0.03%	222

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Retirement Group's EFG Position: Q1 2024 in Review

Retirement Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2024 at 58 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Retirement Group first reported a position in EFG in Q3 2020 and has held it in 7 quarters since. The position peaked at $72K in Q2 2021. 851 funds tracked by Wall St. Rank hold EFG as of Q1 2024.

Retirement Group held 58 shares of iShares MSCI EAFE Growth ETF worth $6K as of Q1 2024.
Retirement Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2024.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #542 holding.
Retirement Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 7 quarters since.
Retirement Group's iShares MSCI EAFE Growth ETF position peaked at $72K in Q2 2021.
851 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.