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

Wayfinding 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
Q1 		– Sell
-3,001
Closed -$290K – 112
2022
Q4 		$290K Sell
3,001
-607
-17% -$49.1K 0.23% 71
2022
Q3 		$261K Buy
3,608
+1,036
+40% +$84.5K 0.24% 65
2022
Q2 		$207K Buy
2,572
+158
+7% +$13.7K 0.18% 76
2022
Q1 		$205K Sell
2,414
-587
-20% -$57.7K 0.17% 77
2021
Q4 		$290K Buy
+3,001
New +$329K 0.23% 71

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

Wayfinding Financial's EFG Position: Q1 2023 in Review

Wayfinding Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 3,001 shares — an estimated $290K sold.

Wayfinding Financial first reported a position in EFG in Q4 2021 and held it in 5 quarters. The position peaked at $290K in Q4 2022. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • Wayfinding Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Wayfinding Financial sold 3,001 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $290K.
  • Wayfinding Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 5 quarters.
  • Wayfinding Financial's iShares MSCI EAFE Growth ETF position peaked at $290K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on Wayfinding Financial's 13F filing for Q1 2023, filed 5 May 2023.