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Unique Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-559
Closed -$58K – 343
2024
Q2 		$58K Buy
+559
New +$57.1K 0.03% 231

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth Strategies's EFG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 559 shares — an estimated $58K sold.

Unique Wealth Strategies first reported a position in EFG in Q2 2024 and held it in 1 quarter. The position peaked at $58K in Q2 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 559 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $58K.
  • Unique Wealth Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares MSCI EAFE Growth ETF position peaked at $58K in Q2 2024.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.