SFA
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Source Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Source Financial 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
Q2 		– Sell
-2,789
Closed -$268K – 112
2022
Q1 		$268K Sell
2,789
-16,991
-86% -$1.67M 0.08% 99
2021
Q4 		$2.18M Sell
19,780
-6,357
-24% -$696K 0.59% 36
2021
Q3 		$2.78M Sell
26,137
-419
-2% -$46.1K 0.72% 27
2021
Q2 		$2.85M Buy
26,556
+817
+3% +$86.8K 0.73% 27
2021
Q1 		$2.59M Sell
25,739
-8,750
-25% -$890K 0.69% 28
2020
Q4 		$3.48M Buy
+34,489
New +$3.26M 0.94% 22

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Source Financial Advisors's EFG Position: Q2 2022 in Review

Source Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2022, closing a stake of 2,789 shares — an estimated $268K sold.

Source Financial Advisors first reported a position in EFG in Q4 2020 and held it in 6 quarters. The position peaked at $3.48M in Q4 2020. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • Source Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Source Financial Advisors sold 2,789 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $268K.
  • Source Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 6 quarters.
  • Source Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.48M in Q4 2020.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.