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

Vigilare 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
2023
Q1 		– Sell
-3,134
Closed -$262K – 111
2022
Q4 		$262K Sell
3,134
-604
-16% -$48.8K 0.15% 83
2022
Q3 		$271K Hold
3,738
– – 0.35% 72
2022
Q2 		$301K Buy
3,738
+15
+0.4% +$1.3K 0.33% 75
2022
Q1 		$358K Sell
3,723
-2,758
-43% -$271K 0.29% 85
2021
Q4 		$715K Buy
6,481
+18
+0.3% +$1.97K 0.42% 61
2021
Q3 		$688K Buy
6,463
+452
+8% +$49.8K 0.43% 60
2021
Q2 		$645K Buy
6,011
+158
+3% +$16.8K 0.39% 63
2021
Q1 		$588K Sell
5,853
-6,379
-52% -$649K 0.42% 64
2020
Q4 		$1.23M Sell
12,232
-153
-1% -$14.5K 1.17% 23
2020
Q3 		$1.11M Sell
12,385
-204
-2% -$18.1K 1.16% 23
2020
Q2 		$1.05M Sell
12,589
-3,867
-23% -$302K 1.06% 23
2020
Q1 		$1.17M Sell
16,456
-3,353
-17% -$272K 1.4% 20
2019
Q4 		$1.7M Buy
+19,809
New +$1.65M 1.13% 25

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
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
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Vigilare Wealth Management's EFG Position: Q1 2023 in Review

Vigilare Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 3,134 shares — an estimated $262K sold.

Vigilare Wealth Management first reported a position in EFG in Q4 2019 and held it in 13 quarters. The position peaked at $1.7M in Q4 2019. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Vigilare Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Vigilare Wealth Management sold 3,134 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $262K.
  • Vigilare Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 13 quarters.
  • Vigilare Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.7M in Q4 2019.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Vigilare Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.