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Syverson Strege & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Syverson Strege & Co’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
-11
Closed -$1.03K – 233
2023
Q1 		$1.03K Hold
11
– – ﹤0.01% 602
2022
Q4 		$917 Hold
11
– – ﹤0.01% 279
2022
Q3 		$1K Hold
11
– – ﹤0.01% 265
2022
Q2 		$1K Hold
11
– – ﹤0.01% 312
2022
Q1 		$1K Hold
11
– – ﹤0.01% 285
2021
Q4 		$1K Hold
11
– – ﹤0.01% 286
2021
Q3 		$1K Hold
11
– – ﹤0.01% 428
2021
Q2 		$1K Sell
11
-69
-86% -$7.33K ﹤0.01% 261
2021
Q1 		$8K Sell
80
-10
-11% -$1.02K 0.01% 202
2020
Q4 		$9K Buy
+90
New +$8.52K 0.01% 183

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 $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Syverson Strege & Co's EFG Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 11 shares — an estimated $1.03K sold.

Syverson Strege & Co first reported a position in EFG in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2020. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

  • Syverson Strege & Co reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 11 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $1.03K.
  • Syverson Strege & Co first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's iShares MSCI EAFE Growth ETF position peaked at $9K in Q4 2020.
  • 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.