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Sanctuary Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sanctuary Wealth Management’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
Q4 		– Sell
-6
Closed -$646 – 281
2024
Q3 		$646 Hold
6
– – ﹤0.01% 260
2024
Q2 		$614 Hold
6
– – ﹤0.01% 243
2024
Q1 		$623 Hold
6
– – ﹤0.01% 251
2023
Q4 		$581 Hold
6
– – ﹤0.01% 263
2023
Q3 		$518 Hold
6
– – ﹤0.01% 257
2023
Q2 		$572 Buy
+6
New +$571 ﹤0.01% 271
2022
Q4 		$503 Buy
+6
New +$485 ﹤0.01% 260

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sanctuary Wealth Management's EFG Position: Q4 2024 in Review

Sanctuary Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 6 shares — an estimated $646 sold.

Sanctuary Wealth Management first reported a position in EFG in Q4 2022 and held it in 7 quarters. The position peaked at $646 in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Sanctuary Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 6 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $646.
  • Sanctuary Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 7 quarters.
  • Sanctuary Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $646 in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.