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Brookfield Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brookfield Corp’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
2014
Q2 		– Sell
-10,507
Closed -$745K – 153
2014
Q1 		$745K Buy
10,507
+6,470
+160% +$452K ﹤0.01% 155
2013
Q4 		$289K Hold
4,037
– – ﹤0.01% 161
2013
Q3 		$275K Sell
4,037
-3
-0.1% -$197 ﹤0.01% 164
2013
Q2 		$249K Buy
+4,040
New +$261K ﹤0.01% 184

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Brookfield Corp's EFG Position: Q2 2014 in Review

Brookfield Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2014, closing a stake of 10,507 shares — an estimated $745K sold.

Brookfield Corp first reported a position in EFG in Q2 2013 and held it in 4 quarters. The position peaked at $745K in Q1 2014. 151 funds tracked by Wall St. Rank hold EFG as of Q2 2014.

  • Brookfield Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Brookfield Corp sold 10,507 iShares MSCI EAFE Growth ETF shares in Q2 2014, an estimated $745K.
  • Brookfield Corp first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 4 quarters.
  • Brookfield Corp's iShares MSCI EAFE Growth ETF position peaked at $745K in Q1 2014.
  • 151 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2014.

Based on Brookfield Corp's 13F filing for Q2 2014, filed 15 Aug 2014.