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Bramshill Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bramshill Investments’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
Q2 		– Sell
-4,271
Closed -$343K – 115
2018
Q1 		$343K Sell
4,271
-1,881
-31% -$154K 0.11% 95
2017
Q4 		$497K Buy
6,152
+4,187
+213% +$332K 0.14% 93
2017
Q3 		$152K Hold
1,965
– – 0.05% 86
2017
Q2 		$145K Buy
+1,965
New +$144K 0.04% 90

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bramshill Investments's EFG Position: Q2 2018 in Review

Bramshill Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2018, closing a stake of 4,271 shares — an estimated $343K sold.

Bramshill Investments first reported a position in EFG in Q2 2017 and held it in 4 quarters. The position peaked at $497K in Q4 2017. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

  • Bramshill Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Bramshill Investments sold 4,271 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $343K.
  • Bramshill Investments first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and held it in 4 quarters.
  • Bramshill Investments's iShares MSCI EAFE Growth ETF position peaked at $497K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on Bramshill Investments's 13F filing for Q2 2018, filed 15 Aug 2018.