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Sargent Bickham Lagudis’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sargent Bickham Lagudis’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 		$57.1K Buy
+682
New +$55.1K ﹤0.01% 421
2021
Q1 		– Sell
-21
Closed -$2K – 945
2020
Q4 		$2K Buy
+21
New +$1.99K ﹤0.01% 807

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 $16B AUM 26.77% 1-Year Est. Return

Sargent Bickham Lagudis's EFG Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2022: 682 shares worth $57.1K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in EFG as recently as Q4 2020.

Sargent Bickham Lagudis first reported a position in EFG in Q4 2020 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • Sargent Bickham Lagudis held 682 shares of iShares MSCI EAFE Growth ETF worth $57.1K as of Q4 2022.
  • iShares MSCI EAFE Growth ETF was a new Sargent Bickham Lagudis position in Q4 2022.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #421 holding.
  • Sargent Bickham Lagudis first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.