SSG
EFG icon

Summit Securities Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-1
Closed – – 659
2024
Q2 		$0 Buy
+1
New +$102 ﹤0.01% 628
2023
Q3 		– Sell
-1
Closed – – 687
2023
Q2 		$0 Buy
+1
New +$95 ﹤0.01% 939

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
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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Summit Securities Group's EFG Position: Q3 2024 in Review

Summit Securities Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in EFG in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Summit Securities Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares MSCI EAFE Growth ETF share in Q3 2024.
  • Summit Securities Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's iShares MSCI EAFE Growth ETF position peaked at $0 in Q2 2024.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.