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Zions Bancorporation’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Zions Bancorporation’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 		$117K Hold
1,212
– – 0.01% 357
2024
Q3 		$130K Hold
1,212
– – 0.01% 355
2024
Q2 		$124K Buy
+1,212
New +$124K 0.01% 361

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Zions Bancorporation's EFG Position: Q4 2024 in Review

Zions Bancorporation held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q4 2024 at 1,212 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #357.

Zions Bancorporation first reported a position in EFG in Q2 2024 and has held it in 3 quarters since. The position peaked at $130K in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Zions Bancorporation held 1,212 shares of iShares MSCI EAFE Growth ETF worth $117K as of Q4 2024.
  • Zions Bancorporation left its iShares MSCI EAFE Growth ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #357 holding.
  • Zions Bancorporation first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • Zions Bancorporation's iShares MSCI EAFE Growth ETF position peaked at $130K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.