WBH Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WBH Advisory’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 Q2	–	Sell	-3,540	Closed	-$332K	–	299
2023 Q1	$332K	Buy	+3,540	New	+$318K	0.04%	242

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WBH Advisory's EFG Position: Q2 2023 in Review

WBH Advisory sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2023, closing a stake of 3,540 shares — an estimated $332K sold.

WBH Advisory first reported a position in EFG in Q1 2023 and held it in 1 quarter. The position peaked at $332K in Q1 2023. 804 funds tracked by Wall St. Rank hold EFG as of Q2 2023.

WBH Advisory reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2023 after selling out during the quarter.
WBH Advisory sold 3,540 iShares MSCI EAFE Growth ETF shares in Q2 2023, an estimated $332K.
WBH Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and held it in 1 quarter.
WBH Advisory's iShares MSCI EAFE Growth ETF position peaked at $332K in Q1 2023.
804 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2023.

Based on WBH Advisory's 13F filing for Q2 2023, filed 12 Jul 2023.