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

TimeScale Financial’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	$1.39M	Buy	14,559 +4,052	+39%	+$385K	0.3%	25
2023 Q1	$984K	Buy	+10,507	New	+$945K	0.22%	26

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.8B AUM 19.38% 1-Year Est. Return

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

TimeScale Financial's EFG Position: Q2 2023 in Review

TimeScale Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 39% in Q2 2023, buying an estimated $385K and bringing the position to 14,559 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #25.

TimeScale Financial first reported a position in EFG in Q1 2023 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

TimeScale Financial held 14,559 shares of iShares MSCI EAFE Growth ETF worth $1.39M as of Q2 2023.
TimeScale Financial bought 4,052 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $385K.
iShares MSCI EAFE Growth ETF made up 0.3% of TimeScale Financial's portfolio in Q2 2023, its #25 holding.
TimeScale Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 2 quarters since.
804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.