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Wetzel Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wetzel Investment Advisors’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
-260
Closed -$27K – 338
2024
Q2 		$27K Hold
260
– – 0.02% 307
2024
Q1 		$25.4K Hold
260
– – 0.01% 339
2023
Q4 		$25K Buy
+260
New +$23.3K 0.02% 338

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

Wetzel Investment Advisors's EFG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 260 shares — an estimated $27K sold.

Wetzel Investment Advisors first reported a position in EFG in Q4 2023 and held it in 3 quarters. The position peaked at $27K in Q2 2024. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 260 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $27K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $27K in Q2 2024.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.