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

Rooted 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
2023
Q2 		– Sell
-2,192
Closed -$209K – 91
2023
Q1 		$209K Sell
2,192
-556
-20% -$50K 0.16% 82
2022
Q4 		$230K Buy
+2,748
New +$222K 0.19% 62

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Rooted Wealth Advisors's EFG Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 2,192 shares — an estimated $209K sold.

Rooted Wealth Advisors first reported a position in EFG in Q4 2022 and held it in 2 quarters. The position peaked at $230K in Q4 2022. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 2,192 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $209K.
  • Rooted Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $230K in Q4 2022.
  • 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.