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AGF Investments Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

AGF Investments Inc’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
2019
Q2 		– Sell
-178,505
Closed -$13.8M – 344
2019
Q1 		$13.8M Sell
178,505
-19,945
-10% -$1.48M 0.16% 138
2018
Q4 		$13.7M Sell
198,450
-10,143
-5% -$739K 0.16% 137
2018
Q3 		$16.7M Sell
208,593
-26,106
-11% -$2.08M 0.17% 141
2018
Q2 		$18.5M Sell
234,699
-12,632
-5% -$1.02M 0.19% 135
2018
Q1 		$19.9M Sell
247,331
-26,588
-10% -$2.17M 0.22% 129
2017
Q4 		$22.1M Sell
273,919
-3,043
-1% -$241K 0.22% 133
2017
Q3 		$21.4M Buy
276,962
+30,914
+13% +$2.34M 0.23% 121
2017
Q2 		$18.2M Sell
246,048
-28,663
-10% -$2.09M 0.21% 130
2017
Q1 		$19.1M Sell
274,711
-29,663
-10% -$1.99M 0.21% 133
2016
Q4 		$19.4M Sell
304,374
-75,015
-20% -$4.85M 0.22% 128
2016
Q3 		$25.9M Sell
379,389
-39,547
-9% -$2.67M 0.29% 103
2016
Q2 		$27.4M Buy
+418,936
New +$27.7M 0.31% 102

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

AGF Investments Inc's EFG Position: Q2 2019 in Review

AGF Investments Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 178,505 shares — an estimated $13.8M sold.

AGF Investments Inc first reported a position in EFG in Q2 2016 and held it in 12 quarters. The position peaked at $27.4M in Q2 2016. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

  • AGF Investments Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
  • AGF Investments Inc sold 178,505 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $13.8M.
  • AGF Investments Inc first reported a position in iShares MSCI EAFE Growth ETF in Q2 2016 and held it in 12 quarters.
  • AGF Investments Inc's iShares MSCI EAFE Growth ETF position peaked at $27.4M in Q2 2016.
  • 305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on AGF Investments Inc's 13F filing for Q2 2019, filed 30 Jul 2019.