TCTC Holdings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TCTC Holdings’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 Q4	–	Sell	-157	Closed	-$13.5K	–	510
2023 Q3	$13.5K	Buy	+157	New	+$14.5K	﹤0.01%	354

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCTC Holdings's EFG Position: Q4 2023 in Review

TCTC Holdings sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 157 shares — an estimated $13.5K sold.

TCTC Holdings first reported a position in EFG in Q3 2023 and held it in 1 quarter. The position peaked at $13.5K in Q3 2023. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

TCTC Holdings reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
TCTC Holdings sold 157 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $13.5K.
TCTC Holdings first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and held it in 1 quarter.
TCTC Holdings's iShares MSCI EAFE Growth ETF position peaked at $13.5K in Q3 2023.
846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on TCTC Holdings's 13F filing for Q4 2023, filed 9 Feb 2024.