Boston Private Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$161K	Hold	2,300	–	–	0.01%	423
2014 Q4	$151K	Sell	2,300 -5,500	-71%	-$368K	0.01%	431
2014 Q3	$531K	Hold	7,800	–	–	0.03%	296
2014 Q2	$565K	Hold	7,800	–	–	0.03%	280
2014 Q1	$553K	Sell	7,800 -32	-0.4%	-$2.24K	0.03%	280
2013 Q4	$560K	Hold	7,832	–	–	0.03%	275
2013 Q3	$534K	Hold	7,832	–	–	0.03%	270
2013 Q2	$484K	Buy	+7,832	New	+$506K	0.03%	277

Other funds holding EFG

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Boston Private Bank & Trust's EFG Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2015 at 2,300 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #423.

Boston Private Bank & Trust first reported a position in EFG in Q2 2013 and has held it in 8 quarters since. The position peaked at $565K in Q2 2014. 159 funds tracked by Wall St. Rank hold EFG as of Q1 2015.

Boston Private Bank & Trust held 2,300 shares of iShares MSCI EAFE Growth ETF worth $161K as of Q1 2015.
Boston Private Bank & Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2015.
iShares MSCI EAFE Growth ETF made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #423 holding.
Boston Private Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $565K in Q2 2014.
159 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.