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RGT Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RGT Wealth Advisors’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
Q3 		$3.08M Sell
42,456
-55,065
-56% -$4.49M 0.49% 14
2022
Q2 		$7.85M Buy
97,521
+64,731
+197% +$5.62M 1.32% 7
2022
Q1 		$3.16M Buy
32,790
+29,374
+860% +$2.89M 0.5% 15
2021
Q4 		$377K Buy
+3,416
New +$374K 0.06% 66

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RGT Wealth Advisors's EFG Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 56% in Q3 2022, selling an estimated $4.49M and leaving 42,456 shares worth $3.08M. The position accounts for 0.49% of the portfolio, ranked #14.

RGT Wealth Advisors first reported a position in EFG in Q4 2021 and has held it in 4 quarters since. The position peaked at $7.85M in Q2 2022. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • RGT Wealth Advisors held 42,456 shares of iShares MSCI EAFE Growth ETF worth $3.08M as of Q3 2022.
  • RGT Wealth Advisors sold 55,065 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $4.49M.
  • iShares MSCI EAFE Growth ETF made up 0.49% of RGT Wealth Advisors's portfolio in Q3 2022, its #14 holding.
  • RGT Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $7.85M in Q2 2022.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.