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Allegis Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Allegis Investment Advisors’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
2017
Q2 		– Sell
-4,543
Closed -$316K – 275
2017
Q1 		$316K Buy
+4,543
New +$304K 0.08% 196
2016
Q1 		– Sell
-128
Closed -$9K – 369
2015
Q4 		$9K Buy
+128
New +$8.67K 0.01% 690

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allegis Investment Advisors's EFG Position: Q2 2017 in Review

Allegis Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2017, closing a stake of 4,543 shares — an estimated $316K sold.

Allegis Investment Advisors first reported a position in EFG in Q4 2015 and held it in 2 quarters. The position peaked at $316K in Q1 2017. 230 funds tracked by Wall St. Rank hold EFG as of Q2 2017.

  • Allegis Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 4,543 iShares MSCI EAFE Growth ETF shares in Q2 2017, an estimated $316K.
  • Allegis Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $316K in Q1 2017.
  • 230 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.