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

Wealth Advisory Solutions’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 Q3	–	Sell	-52,207	Closed	-$4.98M	–	120
2023 Q2	$4.98M	Hold	52,207	–	–	1.33%	21
2023 Q1	$4.89M	Buy	52,207 +9,508	+22%	+$855K	1.3%	19
2022 Q4	$3.58M	Hold	42,699	–	–	0.96%	29
2022 Q3	$3.1M	Buy	+42,699	New	+$3.48M	0.86%	39

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

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

Wealth Advisory Solutions's EFG Position: Q3 2023 in Review

Wealth Advisory Solutions sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 52,207 shares — an estimated $4.98M sold.

Wealth Advisory Solutions first reported a position in EFG in Q3 2022 and held it in 4 quarters. The position peaked at $4.98M in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

Wealth Advisory Solutions reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 52,207 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $4.98M.
Wealth Advisory Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and held it in 4 quarters.
Wealth Advisory Solutions's iShares MSCI EAFE Growth ETF position peaked at $4.98M in Q2 2023.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Wealth Advisory Solutions's 13F filing for Q3 2023, filed 7 Feb 2024.