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Wipfli Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wipfli Financial 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
2022
Q3 		$1K Buy
+17
New +$1.39K ﹤0.01% 2404

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wipfli Financial Advisors's EFG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2022: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2404 among its holdings.

685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.

  • Wipfli Financial Advisors held 17 shares of iShares MSCI EAFE Growth ETF worth $1K as of Q3 2022.
  • iShares MSCI EAFE Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2404 holding.
  • 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.