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Capstone Triton Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-595
Closed -$60K – 171
2020
Q4 		$60K Buy
+595
New +$56.3K 0.04% 180

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Morgan Stanley
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BlackRock
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LPL Financial
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Wells Fargo
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Capstone Triton Financial Group's EFG Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2021, closing a stake of 595 shares — an estimated $60K sold.

Capstone Triton Financial Group first reported a position in EFG in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 613 funds tracked by Wall St. Rank hold EFG as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 595 iShares MSCI EAFE Growth ETF shares in Q1 2021, an estimated $60K.
  • Capstone Triton Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's iShares MSCI EAFE Growth ETF position peaked at $60K in Q4 2020.
  • 613 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.