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Safeguard Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-326
Closed -$31K – 204
2023
Q2 		$31K Buy
+326
New +$31K 0.01% 206

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Safeguard Financial's EFG Position: Q3 2023 in Review

Safeguard Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 326 shares — an estimated $31K sold.

Safeguard Financial first reported a position in EFG in Q2 2023 and held it in 1 quarter. The position peaked at $31K in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • Safeguard Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 326 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $31K.
  • Safeguard Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares MSCI EAFE Growth ETF position peaked at $31K in Q2 2023.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.