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RPg Family Wealth Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RPg Family Wealth Advisory’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
Q3 		– Sell
-2,987
Closed -$306K – 81
2024
Q2 		$306K Buy
2,987
+67
+2% +$6.85K 0.1% 100
2024
Q1 		$303K Sell
2,920
-209
-7% -$20.8K 0.1% 101
2023
Q4 		$303K Sell
3,129
-8,268
-73% -$741K 0.11% 99
2023
Q3 		$984K Sell
11,397
-3,492
-23% -$322K 0.4% 66
2023
Q2 		$1.42M Buy
+14,889
New +$1.42M 0.57% 52

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RPg Family Wealth Advisory's EFG Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 2,987 shares — an estimated $306K sold.

RPg Family Wealth Advisory first reported a position in EFG in Q2 2023 and held it in 5 quarters. The position peaked at $1.42M in Q2 2023. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • RPg Family Wealth Advisory reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 2,987 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $306K.
  • RPg Family Wealth Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 5 quarters.
  • RPg Family Wealth Advisory's iShares MSCI EAFE Growth ETF position peaked at $1.42M in Q2 2023.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.