20/20 Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

20/20 Capital Management’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
2021 Q2	$429K	Sell	3,997 -28	-0.7%	-$2.98K	0.11%	110
2021 Q1	$404K	Sell	4,025 -484	-11%	-$49.2K	0.12%	110
2020 Q4	$460K	Sell	4,509 -19,259	-81%	-$1.82M	0.13%	110
2020 Q3	$2.14M	Sell	23,768 -830	-3%	-$73.6K	0.8%	26
2020 Q2	$2.17M	Sell	24,598 -7,463	-23%	-$583K	0.84%	25
2020 Q1	$2.43M	Buy	32,061 +220	+0.7%	+$17.8K	1.09%	19
2019 Q4	$2.81M	Buy	+31,841	New	+$2.66M	1.13%	20

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

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

20/20 Capital Management's EFG Position: Q2 2021 in Review

20/20 Capital Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.7% in Q2 2021, selling an estimated $2.98K and leaving 3,997 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #110.

20/20 Capital Management first reported a position in EFG in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.81M in Q4 2019. 615 funds tracked by Wall St. Rank hold EFG as of Q2 2021.

20/20 Capital Management held 3,997 shares of iShares MSCI EAFE Growth ETF worth $429K as of Q2 2021.
20/20 Capital Management sold 28 iShares MSCI EAFE Growth ETF shares in Q2 2021, an estimated $2.98K.
iShares MSCI EAFE Growth ETF made up 0.11% of 20/20 Capital Management's portfolio in Q2 2021, its #110 holding.
20/20 Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's iShares MSCI EAFE Growth ETF position peaked at $2.81M in Q4 2019.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.