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Beacon Pointe Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Beacon Pointe Wealth 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
2019
Q2 		– Sell
-7,759
Closed -$600K – 268
2019
Q1 		$600K Sell
7,759
-1,167
-13% -$86.6K 0.14% 133
2018
Q4 		$618K Buy
+8,926
New +$650K 0.22% 109

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

Beacon Pointe Wealth Advisors's EFG Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 7,759 shares — an estimated $600K sold.

Beacon Pointe Wealth Advisors first reported a position in EFG in Q4 2018 and held it in 2 quarters. The position peaked at $618K in Q4 2018. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 7,759 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $600K.
  • Beacon Pointe Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $618K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.