Clarfeld Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clarfeld Financial Advisors’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 Q4	$24K	Buy	+350	New	+$25.5K	0.02%	144

Other funds holding EFG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Clarfeld Financial Advisors's EFG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2018: 350 shares worth $24K. The stake represents 0.02% of the portfolio and ranks #144 among its holdings.

303 funds tracked by Wall St. Rank hold EFG as of Q4 2018.

Clarfeld Financial Advisors held 350 shares of iShares MSCI EAFE Growth ETF worth $24K as of Q4 2018.
iShares MSCI EAFE Growth ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares MSCI EAFE Growth ETF made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #144 holding.
303 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.