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Schoolcraft Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Schoolcraft Capital’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
2021
Q3 		– Sell
-2,296
Closed -$246K – 53
2021
Q2 		$246K Sell
2,296
-174
-7% -$18.5K 0.09% 48
2021
Q1 		$248K Buy
+2,470
New +$251K 0.1% 47

Other funds holding EFG

Envestnet Asset Management
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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
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
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

Schoolcraft Capital's EFG Position: Q3 2021 in Review

Schoolcraft Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2021, closing a stake of 2,296 shares — an estimated $246K sold.

Schoolcraft Capital first reported a position in EFG in Q1 2021 and held it in 2 quarters. The position peaked at $248K in Q1 2021. 629 funds tracked by Wall St. Rank hold EFG as of Q3 2021.

  • Schoolcraft Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Schoolcraft Capital sold 2,296 iShares MSCI EAFE Growth ETF shares in Q3 2021, an estimated $246K.
  • Schoolcraft Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 2 quarters.
  • Schoolcraft Capital's iShares MSCI EAFE Growth ETF position peaked at $248K in Q1 2021.
  • 629 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2021.

Based on Schoolcraft Capital's 13F filing for Q3 2021, filed 18 Oct 2023.