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

San Luis 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
2022
Q2 		– Sell
-1,765
Closed -$195K – 176
2022
Q1 		$195K Buy
+1,765
New +$174K 0.1% 153

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

San Luis Wealth Advisors's EFG Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2022, closing a stake of 1,765 shares — an estimated $195K sold.

San Luis Wealth Advisors first reported a position in EFG in Q1 2022 and held it in 1 quarter. The position peaked at $195K in Q1 2022. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,765 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $195K.
  • San Luis Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $195K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.