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Total Clarity Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-205
Closed -$17K – 419
2022
Q2 		$17K Buy
+205
New +$17.8K 0.01% 573
2022
Q1 		– Sell
-205
Closed -$23K – 395
2021
Q4 		$23K Hold
205
– – 0.01% 537
2021
Q3 		$22K Buy
+205
New +$22.6K 0.01% 541

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Total Clarity Wealth Management's EFG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2022, closing a stake of 205 shares — an estimated $17K sold.

Total Clarity Wealth Management first reported a position in EFG in Q3 2021 and held it in 3 quarters. The position peaked at $23K in Q4 2021. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 205 iShares MSCI EAFE Growth ETF shares in Q3 2022, an estimated $17K.
  • Total Clarity Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $23K in Q4 2021.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.