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Strengthening Families & Communities LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Strengthening Families & Communities LLC’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 		$5K Hold
63
– – ﹤0.01% 272
2022
Q3 		$4K Sell
63
-52
-45% -$4.24K ﹤0.01% 413
2022
Q2 		$11K Hold
115
– – 0.01% 214
2022
Q1 		$11K Hold
115
– – 0.01% 213
2021
Q4 		$6K Buy
+115
New +$12.6K ﹤0.01% 211

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strengthening Families & Communities LLC's EFG Position: Q4 2022 in Review

Strengthening Families & Communities LLC held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q4 2022 at 63 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Strengthening Families & Communities LLC first reported a position in EFG in Q4 2021 and has held it in 5 quarters since. The position peaked at $11K in Q2 2022. 763 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

  • Strengthening Families & Communities LLC held 63 shares of iShares MSCI EAFE Growth ETF worth $5K as of Q4 2022.
  • Strengthening Families & Communities LLC left its iShares MSCI EAFE Growth ETF share count unchanged in Q4 2022.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q4 2022, its #272 holding.
  • Strengthening Families & Communities LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • Strengthening Families & Communities LLC's iShares MSCI EAFE Growth ETF position peaked at $11K in Q2 2022.
  • 763 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.