CI Investments Inc
EFG icon

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

CI Investments Inc’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
Q4 		– Sell
-94,376
Closed -$8.48M – 988
2020
Q3 		$8.48M Sell
94,376
-1,974
-2% -$175K 0.04% 237
2020
Q2 		$8.01M Buy
+96,350
New +$7.52M 0.04% 233

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Jones Financial Companies
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

CI Investments Inc's EFG Position: Q4 2020 in Review

CI Investments Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2020, closing a stake of 94,376 shares — an estimated $8.48M sold.

CI Investments Inc first reported a position in EFG in Q2 2020 and held it in 2 quarters. The position peaked at $8.48M in Q3 2020. 581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

  • CI Investments Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2020 after selling out during the quarter.
  • CI Investments Inc sold 94,376 iShares MSCI EAFE Growth ETF shares in Q4 2020, an estimated $8.48M.
  • CI Investments Inc first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 2 quarters.
  • CI Investments Inc's iShares MSCI EAFE Growth ETF position peaked at $8.48M in Q3 2020.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on CI Investments Inc's 13F filing for Q4 2020, filed 9 Feb 2021.