WCM Investment Management
EFG icon

WCM Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WCM Investment 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
2024
Q3 		– Sell
-619
Closed -$63.5K – 292
2024
Q2 		$63.5K Buy
+619
New +$63.3K ﹤0.01% 266
2024
Q1 		– Sell
-8,812
Closed -$853K – 250
2023
Q4 		$853K Buy
+8,812
New +$790K ﹤0.01% 210
2023
Q1 		– Sell
-61,049
Closed -$5.11M – 215
2022
Q4 		$5.11M Buy
+61,049
New +$4.94M 0.02% 159

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

WCM Investment Management's EFG Position: Q3 2024 in Review

WCM Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 619 shares — an estimated $63.5K sold.

WCM Investment Management first reported a position in EFG in Q4 2022 and held it in 3 quarters. The position peaked at $5.11M in Q4 2022. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • WCM Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • WCM Investment Management sold 619 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $63.5K.
  • WCM Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 3 quarters.
  • WCM Investment Management's iShares MSCI EAFE Growth ETF position peaked at $5.11M in Q4 2022.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.