S
EFG icon

Surevest’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Surevest’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 		$4K Buy
+55
New +$4.49K ﹤0.01% 333
2020
Q1 		– Sell
-6,419
Closed -$555K – 111
2019
Q4 		$555K Buy
+6,419
New +$536K 0.24% 104

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 $12.8B AUM 19.38% 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

Surevest's EFG Position: Q3 2022 in Review

Surevest opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2022: 55 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Surevest previously reported a position in EFG as recently as Q4 2019.

Surevest first reported a position in EFG in Q4 2019 and has held it in 2 quarters since. The position peaked at $555K in Q4 2019. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Surevest held 55 shares of iShares MSCI EAFE Growth ETF worth $4K as of Q3 2022.
  • iShares MSCI EAFE Growth ETF was a new Surevest position in Q3 2022.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #333 holding.
  • Surevest first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • Surevest's iShares MSCI EAFE Growth ETF position peaked at $555K in Q4 2019.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.