SCFS
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S.C. Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

S.C. Financial Services’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
Q4 		$558K Sell
6,665
-2,190
-25% -$177K 0.86% 37
2022
Q3 		$643K Buy
8,855
+1,428
+19% +$116K 1.02% 26
2022
Q2 		$598K Sell
7,427
-2,472
-25% -$215K 0.92% 32
2022
Q1 		$953K Sell
9,899
-5,397
-35% -$531K 1.22% 18
2021
Q4 		$1.61M Buy
+15,296
New +$1.68M 1.85% 11

Other funds holding EFG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $12.8B AUM 19.38% 1-Year Est. Return

S.C. Financial Services's EFG Position: Q4 2022 in Review

S.C. Financial Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 25% in Q4 2022, selling an estimated $177K and leaving 6,665 shares worth $558K. The position accounts for 0.86% of the portfolio, ranked #37.

S.C. Financial Services first reported a position in EFG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.61M in Q4 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • S.C. Financial Services held 6,665 shares of iShares MSCI EAFE Growth ETF worth $558K as of Q4 2022.
  • S.C. Financial Services sold 2,190 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $177K.
  • iShares MSCI EAFE Growth ETF made up 0.86% of S.C. Financial Services's portfolio in Q4 2022, its #37 holding.
  • S.C. Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's iShares MSCI EAFE Growth ETF position peaked at $1.61M in Q4 2021.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.