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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
2023
Q1 		– Sell
-63
Closed -$5K – 370
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 		$6 Buy
+115
New +$12.6K ﹤0.01% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Strengthening Families & Communities LLC's EFG Position: Q1 2023 in Review

Strengthening Families & Communities LLC sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 63 shares — an estimated $5K sold.

Strengthening Families & Communities LLC first reported a position in EFG in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q2 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Strengthening Families & Communities LLC reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 63 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $5K.
  • Strengthening Families & Communities LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 5 quarters.
  • Strengthening Families & Communities LLC's iShares MSCI EAFE Growth ETF position peaked at $11K in Q2 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2023, filed 4 May 2023.