Advisor Consultant Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advisor Consultant Network’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
2016 Q3	$28.2M	Buy	+412,483	New	+$27.8M	4%	1

Other funds holding EFG

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Consultant Network's EFG Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2016: 412,483 shares worth $28.2M. The stake represents 4% of the portfolio and ranks #1 among its holdings.

188 funds tracked by Wall St. Rank hold EFG as of Q3 2016.

Advisor Consultant Network held 412,483 shares of iShares MSCI EAFE Growth ETF worth $28.2M as of Q3 2016.
iShares MSCI EAFE Growth ETF was a new Advisor Consultant Network position in Q3 2016.
iShares MSCI EAFE Growth ETF made up 4% of Advisor Consultant Network's portfolio in Q3 2016, its #1 holding.
188 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.