Sightline Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sightline Wealth Advisors’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	-4,382	Closed	-$257K	–	62
2022 Q3	$257K	Hold	4,382	–	–	0.3%	42
2022 Q2	$272K	Buy	4,382 +38	+0.9%	+$3.3K	0.27%	43
2022 Q1	$320K	Buy	4,344 +3	+0.1%	+$295	0.27%	42
2021 Q4	$344K	Buy	4,341 +28	+0.6%	+$3.07K	0.31%	36
2021 Q3	$336K	Hold	4,313	–	–	0.28%	39
2021 Q2	$340K	Buy	+4,313	New	+$458K	0.28%	42

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 $12.8B AUM 19.38% 1-Year Est. Return

Sightline Wealth Advisors's EFG Position: Q4 2022 in Review

Sightline Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 4,382 shares — an estimated $257K sold.

Sightline Wealth Advisors first reported a position in EFG in Q2 2021 and held it in 6 quarters. The position peaked at $344K in Q4 2021. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Sightline Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Sightline Wealth Advisors sold 4,382 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $257K.
Sightline Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and held it in 6 quarters.
Sightline Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $344K in Q4 2021.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Sightline Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.