Ameritas Investment Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ameritas Investment Company’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 Q3	$3.97M	Buy	37,271 +35,322	+1,812%	+$3.89M	0.18%	97
2021 Q2	$3.08M	Sell	1,949 -3,118	-62%	-$331K	0.15%	113
2021 Q1	$509K	Buy	+5,067	New	+$515K	0.04%	351
2020 Q2	–	Sell	-4,533	Closed	-$310K	–	641
2020 Q1	$310K	Buy	4,533 +4,355	+2,447%	+$353K	0.05%	264
2019 Q4	$15K	Sell	178 -281	-61%	-$23.4K	﹤0.01%	719
2019 Q3	$38K	Buy	+459	New	+$36.7K	0.01%	736
2019 Q2	–	Sell	-4,934	Closed	-$382K	–	393
2019 Q1	$382K	Buy	+4,934	New	+$366K	0.07%	214

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameritas Investment Company's EFG Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1,812% in Q3 2021, buying an estimated $3.89M and bringing the position to 37,271 shares worth $3.97M. The position accounts for 0.18% of the portfolio, ranked #97.

Ameritas Investment Company first reported a position in EFG in Q1 2019 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold EFG as of Q3 2021.

Ameritas Investment Company held 37,271 shares of iShares MSCI EAFE Growth ETF worth $3.97M as of Q3 2021.
Ameritas Investment Company bought 35,322 iShares MSCI EAFE Growth ETF shares in Q3 2021, an estimated $3.89M.
iShares MSCI EAFE Growth ETF made up 0.18% of Ameritas Investment Company's portfolio in Q3 2021, its #97 holding.
Ameritas Investment Company first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 7 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.