TWP
EFG icon

TFO Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TFO Wealth Partners’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
-91
Closed -$8.68K – 974
2023
Q3 		$8.68K Hold
91
– – ﹤0.01% 167
2023
Q2 		$8.68K Hold
91
– – ﹤0.01% 157
2023
Q1 		$8.53K Sell
91
-147
-62% -$13.2K ﹤0.01% 116
2022
Q4 		$10.9K Buy
238
+147
+162% +$11.9K ﹤0.01% 106
2022
Q3 		$7K Hold
91
– – ﹤0.01% 96
2022
Q2 		$7K Buy
+91
New +$7.9K ﹤0.01% 165

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TFO Wealth Partners's EFG Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2023, closing a stake of 91 shares — an estimated $8.68K sold.

TFO Wealth Partners first reported a position in EFG in Q2 2022 and held it in 6 quarters. The position peaked at $10.9K in Q4 2022. 846 funds tracked by Wall St. Rank hold EFG as of Q4 2023.

  • TFO Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 91 iShares MSCI EAFE Growth ETF shares in Q4 2023, an estimated $8.68K.
  • TFO Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $10.9K in Q4 2022.
  • 846 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.