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

VitalStone 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
2024
Q3 		$646 Hold
6
– – ﹤0.01% 436
2024
Q2 		$614 Hold
6
– – ﹤0.01% 432
2024
Q1 		$1K Hold
6
– – ﹤0.01% 425
2023
Q4 		$1K Hold
6
– – ﹤0.01% 444
2023
Q3 		$1K Hold
6
– – ﹤0.01% 411
2023
Q2 		$1K Sell
6
-53
-90% -$5.04K ﹤0.01% 837
2023
Q1 		$5K Buy
59
+53
+883% +$4.77K ﹤0.01% 238
2022
Q4 		$1K Buy
+6
New +$485 ﹤0.01% 473

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

VitalStone Financial's EFG Position: Q3 2024 in Review

VitalStone Financial held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2024 at 6 shares worth $646. The position accounts for ﹤0.01% of the portfolio, ranked #436.

VitalStone Financial first reported a position in EFG in Q4 2022 and has held it in 8 quarters since. The position peaked at $5K in Q1 2023. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • VitalStone Financial held 6 shares of iShares MSCI EAFE Growth ETF worth $646 as of Q3 2024.
  • VitalStone Financial left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #436 holding.
  • VitalStone Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's iShares MSCI EAFE Growth ETF position peaked at $5K in Q1 2023.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.