Stegner Investment Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stegner Investment Associates’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
2023 Q1	–	Sell	-4,437	Closed	-$372K	–	22
2022 Q4	$372K	Buy	4,437 +695	+19%	+$56.2K	0.34%	18
2022 Q3	$274K	Buy	+3,742	New	+$305K	0.26%	20
2022 Q2	–	Sell	-6,895	Closed	-$664K	–	20
2022 Q1	$664K	Sell	6,895 -4,608	-40%	-$453K	0.52%	17
2021 Q4	$1.27M	Buy	11,503 +305	+3%	+$33.4K	0.9%	13
2021 Q3	$1.19M	Hold	11,198	–	–	0.9%	13
2021 Q2	$1.2M	Hold	11,198	–	–	0.9%	13
2021 Q1	$1.13M	Sell	11,198 -482	-4%	-$49K	0.91%	14
2020 Q4	$1.18M	Sell	11,680 -108	-0.9%	-$10.2K	1%	14
2020 Q3	$1.06M	Buy	+11,788	New	+$1.04M	1.04%	13

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stegner Investment Associates's EFG Position: Q1 2023 in Review

Stegner Investment Associates sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 4,437 shares — an estimated $372K sold.

Stegner Investment Associates first reported a position in EFG in Q3 2020 and held it in 9 quarters. The position peaked at $1.27M in Q4 2021. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

Stegner Investment Associates reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
Stegner Investment Associates sold 4,437 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $372K.
Stegner Investment Associates first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 9 quarters.
Stegner Investment Associates's iShares MSCI EAFE Growth ETF position peaked at $1.27M in Q4 2021.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Stegner Investment Associates's 13F filing for Q1 2023, filed 24 Apr 2023.