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

Seaside 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
2022
Q3 		– Sell
-3,043
Closed -$265K – 50
2022
Q2 		$265K Buy
+3,043
New +$264K 0.2% 38

Other funds holding EFG

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Seaside Wealth Management's EFG Position: Q3 2022 in Review

Seaside Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2022, closing a stake of 3,043 shares — an estimated $265K sold.

Seaside Wealth Management first reported a position in EFG in Q2 2022 and held it in 1 quarter. The position peaked at $265K in Q2 2022. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Seaside Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Seaside Wealth Management sold 3,043 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $265K.
  • Seaside Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 1 quarter.
  • Seaside Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $265K in Q2 2022.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Seaside Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.