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

Selective 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 Q4	–	Sell	-1,610	Closed	-$117K	–	276
2022 Q3	$117K	Sell	1,610 -278	-15%	-$22.7K	0.05%	182
2022 Q2	$152K	Sell	1,888 -95	-5%	-$8.25K	0.05%	172
2022 Q1	$191K	Sell	1,983 -695	-26%	-$68.3K	0.07%	140
2021 Q4	$295K	Buy	2,678 +1,310	+96%	+$143K	0.12%	88
2021 Q3	$146K	Buy	+1,368	New	+$151K	0.08%	135
2020 Q3	–	Sell	-292	Closed	-$24K	–	336
2020 Q2	$24K	Buy	+292	New	+$22.8K	0.02%	153

Other funds holding EFG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Selective Wealth Management's EFG Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 1,610 shares — an estimated $117K sold.

Selective Wealth Management first reported a position in EFG in Q2 2020 and held it in 6 quarters. The position peaked at $295K in Q4 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Selective Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,610 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $117K.
Selective Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 6 quarters.
Selective Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $295K in Q4 2021.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.