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TD Ameritrade Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-96,739
Closed -$9.23M – 129
2023
Q2 		$9.23M Sell
96,739
-18,465
-16% -$1.76M 0.1% 71
2023
Q1 		$10.8M Sell
115,204
-36,529
-24% -$3.29M 0.11% 71
2022
Q4 		$12.7M Sell
151,733
-67,022
-31% -$5.42M 0.13% 64
2022
Q3 		$15.9M Buy
218,755
+15,808
+8% +$1.29M 0.16% 63
2022
Q2 		$16.3M Sell
202,947
-50,821
-20% -$4.41M 0.15% 63
2022
Q1 		$24.4M Sell
253,768
-96,471
-28% -$9.49M 0.18% 59
2021
Q4 		$38.6M Buy
350,239
+152,836
+77% +$16.7M 0.27% 52
2021
Q3 		$17.7M Sell
197,403
-95,396
-33% -$10.5M 0.15% 60
2021
Q2 		$31.4M Buy
292,799
+82,155
+39% +$8.73M 0.22% 55
2021
Q1 		$21.3M Hold
210,644
– – 0.16% 57
2020
Q4 		$21.3M Buy
210,644
+13,241
+7% +$1.25M 0.16% 57
2020
Q3 		$17.7M Buy
197,403
+24,170
+14% +$2.14M 0.15% 60
2020
Q2 		$14.4M Buy
173,233
+8,875
+5% +$693K 0.12% 66
2020
Q1 		$11.7M Sell
164,358
-26,120
-14% -$2.12M 0.11% 64
2019
Q4 		$16.5M Buy
190,478
+30,818
+19% +$2.57M 0.13% 65
2019
Q3 		$12.9M Buy
159,660
+38,228
+31% +$3.06M 0.1% 67
2019
Q2 		$9.81M Buy
121,432
+37,640
+45% +$2.97M 0.08% 70
2019
Q1 		$6.49M Buy
83,792
+29,517
+54% +$2.19M 0.05% 77
2018
Q4 		$3.75M Buy
54,275
+349
+0.6% +$25.4K 0.03% 74
2018
Q3 		$4.32M Buy
53,926
+45,724
+557% +$3.65M 0.04% 69
2018
Q2 		$646K Buy
+8,202
New +$665K 0.01% 86

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TD Ameritrade Investment Management's EFG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 96,739 shares — an estimated $9.23M sold.

TD Ameritrade Investment Management first reported a position in EFG in Q2 2018 and held it in 21 quarters. The position peaked at $38.6M in Q4 2021. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 96,739 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $9.23M.
  • TD Ameritrade Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares MSCI EAFE Growth ETF position peaked at $38.6M in Q4 2021.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.