SRWM
EFG icon

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

Shira Ridge 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
2024
Q4 		– Sell
-1,906
Closed -$205K – 79
2024
Q3 		$205K Buy
+1,906
New +$198K 0.1% 76

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Shira Ridge Wealth Management's EFG Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 1,906 shares — an estimated $205K sold.

Shira Ridge Wealth Management first reported a position in EFG in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Shira Ridge Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 1,906 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $205K.
  • Shira Ridge Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and held it in 1 quarter.
  • Shira Ridge Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $205K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.