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Romano Brothers & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Romano Brothers & Co’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
-285
Closed -$23.9K – 486
2022
Q4 		$23.9K Buy
+285
New +$23K ﹤0.01% 590

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Romano Brothers & Co's EFG Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 285 shares — an estimated $23.9K sold.

Romano Brothers & Co first reported a position in EFG in Q4 2022 and held it in 1 quarter. The position peaked at $23.9K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 285 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $23.9K.
  • Romano Brothers & Co first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares MSCI EAFE Growth ETF position peaked at $23.9K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.