Cambiar Investors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cambiar Investors’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
2020 Q2	–	Sell	-12,536	Closed	-$891K	–	149
2020 Q1	$891K	Sell	12,536 -1,407	-10%	-$114K	0.04%	138
2019 Q4	$1.21M	Buy	13,943 +2,774	+25%	+$231K	0.04%	131
2019 Q3	$899K	Hold	11,169	–	–	0.03%	134
2019 Q2	$902K	Sell	11,169 -510	-4%	-$40.3K	0.02%	136
2019 Q1	$905K	Sell	11,679 -2,521	-18%	-$187K	0.02%	141
2018 Q4	$981K	Buy	14,200 +8,890	+167%	+$648K	0.02%	155
2018 Q3	$425K	Hold	5,310	–	–	0.01%	160
2018 Q2	$418K	Hold	5,310	–	–	0.01%	161
2018 Q1	$427K	Hold	5,310	–	–	0.01%	155
2017 Q4	$429K	Hold	5,310	–	–	0.01%	159
2017 Q3	$411K	Buy	5,310 +1,880	+55%	+$142K	0.01%	156
2017 Q2	$254K	Hold	3,430	–	–	﹤0.01%	159
2017 Q1	$238K	Hold	3,430	–	–	﹤0.01%	151
2016 Q4	$218K	Hold	3,430	–	–	﹤0.01%	156
2016 Q3	$235K	Buy	+3,430	New	+$231K	﹤0.01%	160
2015 Q1	–	Sell	-4,370	Closed	-$288K	–	152
2014 Q4	$288K	Buy	4,370 +270	+7%	+$18.1K	﹤0.01%	153
2014 Q3	$279K	Buy	+4,100	New	+$290K	﹤0.01%	153

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambiar Investors's EFG Position: Q2 2020 in Review

Cambiar Investors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2020, closing a stake of 12,536 shares — an estimated $891K sold.

Cambiar Investors first reported a position in EFG in Q3 2014 and held it in 17 quarters. The position peaked at $1.21M in Q4 2019. 445 funds tracked by Wall St. Rank hold EFG as of Q2 2020.

Cambiar Investors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2020 after selling out during the quarter.
Cambiar Investors sold 12,536 iShares MSCI EAFE Growth ETF shares in Q2 2020, an estimated $891K.
Cambiar Investors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2014 and held it in 17 quarters.
Cambiar Investors's iShares MSCI EAFE Growth ETF position peaked at $1.21M in Q4 2019.
445 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2020.

Based on Cambiar Investors's 13F filing for Q2 2020, filed 3 Aug 2020.