Teamwork Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Teamwork Financial Advisors’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 Q4	–	Sell	-5,198	Closed	-$377K	–	200
2022 Q3	$377K	Sell	5,198 -2,761	-35%	-$225K	0.08%	144
2022 Q2	$641K	Sell	7,959 -3,256	-29%	-$283K	0.14%	103
2022 Q1	$1.08M	Buy	11,215 +7,495	+201%	+$737K	0.2%	93
2021 Q4	$410K	Buy	3,720 +1,846	+99%	+$202K	0.08%	207
2021 Q3	$200K	Buy	+1,874	New	+$206K	0.04%	259
2020 Q3	–	Sell	-4,814	Closed	-$400K	–	182
2020 Q2	$400K	Buy	+4,814	New	+$376K	0.14%	125

Other funds holding EFG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Teamwork Financial Advisors's EFG Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2022, closing a stake of 5,198 shares — an estimated $377K sold.

Teamwork Financial Advisors first reported a position in EFG in Q2 2020 and held it in 6 quarters. The position peaked at $1.08M in Q1 2022. 762 funds tracked by Wall St. Rank hold EFG as of Q4 2022.

Teamwork Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 5,198 iShares MSCI EAFE Growth ETF shares in Q4 2022, an estimated $377K.
Teamwork Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 6 quarters.
Teamwork Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.08M in Q1 2022.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.