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

Riggs Asset 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
2023
Q4 		– Sell
-21
Closed -$1.81K – 435
2023
Q3 		$1.81K Buy
+21
New +$1.94K ﹤0.01% 349
2020
Q1 		– Sell
-135
Closed -$12K – 261
2019
Q4 		$12K Buy
+135
New +$11.3K ﹤0.01% 196

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Riggs Asset Management's EFG Position: Q4 2023 in Review

Riggs Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 21 shares — an estimated $1.81K sold.

Riggs Asset Management first reported a position in EFG in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

  • Riggs Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Riggs Asset Management sold 21 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $1.81K.
  • Riggs Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 2 quarters.
  • Riggs Asset Management's iShares MSCI EAFE Growth ETF position peaked at $12K in Q4 2019.
  • 846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on Riggs Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.