Archford Capital Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Archford Capital Strategies’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 Q1	–	Sell	-2,798	Closed	-$290K	–	270
2020 Q4	$290K	Sell	2,798 -33	-1%	-$3.12K	0.07%	236
2020 Q3	$254K	Sell	2,831 -187	-6%	-$16.6K	0.07%	229
2020 Q2	$251K	Buy	+3,018	New	+$236K	0.07%	221
2019 Q3	–	Sell	-554	Closed	-$45K	–	307
2019 Q2	$45K	Hold	554	–	–	0.02%	287
2019 Q1	$43K	Hold	554	–	–	0.02%	284
2018 Q4	$38K	Hold	554	–	–	0.02%	280
2018 Q3	$44K	Hold	554	–	–	0.02%	303
2018 Q2	$44K	Hold	554	–	–	0.02%	304
2018 Q1	$45K	Buy	+554	New	+$45.2K	0.02%	215
2017 Q2	–	Sell	-554	Closed	-$38K	–	312
2017 Q1	$38K	Hold	554	–	–	0.01%	304
2016 Q4	$35K	Hold	554	–	–	0.01%	282
2016 Q3	$37K	Hold	554	–	–	0.02%	283
2016 Q2	$36K	Buy	+554	New	+$36.6K	0.02%	281
2016 Q1	–	Sell	-554	Closed	-$38K	–	292
2015 Q4	$38K	Hold	554	–	–	0.02%	288
2015 Q3	$35K	Hold	554	–	–	0.03%	214
2015 Q2	$39K	Hold	554	–	–	0.03%	212
2015 Q1	$38.8K	Hold	554	–	–	0.03%	223
2014 Q4	$36K	Hold	554	–	–	0.03%	236
2014 Q3	$38K	Hold	554	–	–	0.03%	231
2014 Q2	$40.1K	Hold	554	–	–	0.03%	232
2014 Q1	$39.3K	Buy	+554	New	+$38.7K	0.03%	242

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Archford Capital Strategies's EFG Position: Q1 2021 in Review

Archford Capital Strategies sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2021, closing a stake of 2,798 shares — an estimated $290K sold.

Archford Capital Strategies first reported a position in EFG in Q1 2014 and held it in 21 quarters. The position peaked at $290K in Q4 2020. 613 funds tracked by Wall St. Rank hold EFG as of Q1 2021.

Archford Capital Strategies reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2021 after selling out during the quarter.
Archford Capital Strategies sold 2,798 iShares MSCI EAFE Growth ETF shares in Q1 2021, an estimated $290K.
Archford Capital Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and held it in 21 quarters.
Archford Capital Strategies's iShares MSCI EAFE Growth ETF position peaked at $290K in Q4 2020.
613 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2021.

Based on Archford Capital Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.