Steel Grove Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Steel Grove Capital 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
2024 Q2	–	Sell	-2,240	Closed	-$232K	–	185
2024 Q1	$232K	Sell	2,240 -985	-31%	-$98.1K	0.03%	197
2023 Q4	$312K	Hold	3,225	–	–	0.04%	139
2023 Q3	$278K	Hold	3,225	–	–	0.04%	147
2023 Q2	$308K	Sell	3,225 -270	-8%	-$25.7K	0.04%	139
2023 Q1	$327K	Hold	3,495	–	–	0.04%	133
2022 Q4	$293K	Sell	3,495 -2,991	-46%	-$242K	0.04%	133
2022 Q3	$471K	Buy	+6,486	New	+$529K	0.08%	95

Other funds holding EFG

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Steel Grove Capital Advisors's EFG Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 2,240 shares — an estimated $232K sold.

Steel Grove Capital Advisors first reported a position in EFG in Q3 2022 and held it in 7 quarters. The position peaked at $471K in Q3 2022. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

Steel Grove Capital Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
Steel Grove Capital Advisors sold 2,240 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $232K.
Steel Grove Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 7 quarters.
Steel Grove Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $471K in Q3 2022.
871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.