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Studio Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Studio Investment Management’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
Q3 		– Sell
-292
Closed -$24K – 171
2022
Q2 		$24K Buy
+292
New +$25.4K 0.01% 150

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Studio Investment Management's EFG Position: Q3 2022 in Review

Studio Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2022, closing a stake of 292 shares — an estimated $24K sold.

Studio Investment Management first reported a position in EFG in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Studio Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Studio Investment Management sold 292 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $24K.
  • Studio Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 1 quarter.
  • Studio Investment Management's iShares MSCI EAFE Growth ETF position peaked at $24K in Q2 2022.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Studio Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.