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

SeaCrest 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
2023 Q1	–	Sell	-3,162	Closed	-$265K	–	647
2022 Q4	$265K	Buy	+3,162	New	+$256K	0.04%	480
2022 Q3	–	Sell	-816	Closed	-$66K	–	862
2022 Q2	$66K	Buy	+816	New	+$70.9K	0.01%	1014
2019 Q1	–	Sell	-181	Closed	-$13K	–	2158
2018 Q4	$13K	Buy	+181	New	+$13.2K	﹤0.01%	1401

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SeaCrest Wealth Management's EFG Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 3,162 shares — an estimated $265K sold.

SeaCrest Wealth Management first reported a position in EFG in Q4 2018 and held it in 3 quarters. The position peaked at $265K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

SeaCrest Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 3,162 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $265K.
SeaCrest Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 3 quarters.
SeaCrest Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $265K in Q4 2022.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.