Steward Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+28	New	+$2.58K	﹤0.01%	964

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

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

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

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

PAS

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

Steward Financial Group's EFG Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2023: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings.

787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

Steward Financial Group held 28 shares of iShares MSCI EAFE Growth ETF worth $2K as of Q3 2023.
iShares MSCI EAFE Growth ETF was a new Steward Financial Group position in Q3 2023.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #964 holding.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.