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BerganKDV Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BerganKDV Wealth Management’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
2018
Q3 		– Sell
-9
Closed -$1K – 623
2018
Q2 		$1K Buy
+9
New +$729 ﹤0.01% 625

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BerganKDV Wealth Management's EFG Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2018, closing a stake of 9 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in EFG in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 297 funds tracked by Wall St. Rank hold EFG as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 9 iShares MSCI EAFE Growth ETF shares in Q3 2018, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.