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Successful Portfolios’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-9,954
Closed -$932K – 161
2023
Q1 		$932K Buy
9,954
+877
+10% +$78.9K 0.59% 44
2022
Q4 		$760K Buy
9,077
+215
+2% +$17.4K 0.5% 53
2022
Q3 		$643K Buy
8,862
+3,160
+55% +$258K 0.47% 52
2022
Q2 		$459K Sell
5,702
-702
-11% -$61K 0.31% 84
2022
Q1 		$617K Sell
6,404
-2,463
-28% -$242K 0.35% 69
2021
Q4 		$978K Buy
8,867
+721
+9% +$79K 0.53% 46
2021
Q3 		$867K Buy
8,146
+6
+0.1% +$661 0.52% 49
2021
Q2 		$873K Sell
8,140
-1,438
-15% -$153K 0.53% 44
2021
Q1 		$962K Buy
9,578
+22
+0.2% +$2.24K 0.63% 44
2020
Q4 		$964K Sell
9,556
-683
-7% -$64.6K 0.69% 39
2020
Q3 		$920K Buy
10,239
+593
+6% +$52.6K 0.73% 35
2020
Q2 		$802K Buy
+9,646
New +$753K 0.71% 37

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Successful Portfolios's EFG Position: Q2 2023 in Review

Successful Portfolios sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 9,954 shares — an estimated $932K sold.

Successful Portfolios first reported a position in EFG in Q2 2020 and held it in 12 quarters. The position peaked at $978K in Q4 2021. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

  • Successful Portfolios reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 9,954 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $932K.
  • Successful Portfolios first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 12 quarters.
  • Successful Portfolios's iShares MSCI EAFE Growth ETF position peaked at $978K in Q4 2021.
  • 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.