WR Wealth Planners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WR Wealth Planners’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 Q4	$844K	Sell	8,712 -11,063	-56%	-$1.12M	0.27%	56
2024 Q3	$2.13M	Buy	19,775 +4,275	+28%	+$444K	0.59%	29
2024 Q2	$1.59M	Sell	15,500 -167	-1%	-$17.1K	0.48%	37
2024 Q1	$1.63M	Sell	15,667 -9,823	-39%	-$978K	0.51%	34
2023 Q4	$2.47M	Sell	25,490 -4,452	-15%	-$399K	0.92%	26
2023 Q3	$2.58M	Sell	29,942 -4,993	-14%	-$460K	0.98%	24
2023 Q2	$3.33M	Sell	34,935 -368	-1%	-$35K	1.29%	19
2023 Q1	$3.31M	Buy	35,303 +7,870	+29%	+$708K	1.43%	16
2022 Q4	$2.3M	Sell	27,433 -3,722	-12%	-$301K	1.41%	21
2022 Q3	$2.26M	Sell	31,155 -1,210	-4%	-$98.7K	1.59%	18
2022 Q2	$2.61M	Sell	32,365 -1,732	-5%	-$150K	1.72%	14
2022 Q1	$3.28M	Buy	+34,097	New	+$3.35M	1.95%	14

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

WR Wealth Planners's EFG Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 56% in Q4 2024, selling an estimated $1.12M and leaving 8,712 shares worth $844K. The position accounts for 0.27% of the portfolio, ranked #56.

WR Wealth Planners first reported a position in EFG in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.33M in Q2 2023. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

WR Wealth Planners held 8,712 shares of iShares MSCI EAFE Growth ETF worth $844K as of Q4 2024.
WR Wealth Planners sold 11,063 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $1.12M.
iShares MSCI EAFE Growth ETF made up 0.27% of WR Wealth Planners's portfolio in Q4 2024, its #56 holding.
WR Wealth Planners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares MSCI EAFE Growth ETF position peaked at $3.33M in Q2 2023.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.