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Sugarloaf Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$72.5K Buy
749
+79
+12% +$8.03K 0.01% 255
2024
Q3 		$72.1K Buy
670
+102
+18% +$10.6K 0.01% 270
2024
Q2 		$58.1K Buy
568
+271
+91% +$27.7K 0.01% 281
2024
Q1 		$30.8K Buy
+297
New +$29.6K 0.01% 351

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's EFG Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q4 2024, buying an estimated $8.03K and bringing the position to 749 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #255.

Sugarloaf Wealth Management first reported a position in EFG in Q1 2024 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Sugarloaf Wealth Management held 749 shares of iShares MSCI EAFE Growth ETF worth $72.5K as of Q4 2024.
  • Sugarloaf Wealth Management bought 79 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $8.03K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #255 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.