Clarus Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clarus Wealth 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
2019 Q2	–	Sell	-300	Closed	-$23K	–	609
2019 Q1	$23K	Sell	300 -100	-25%	-$7.42K	0.02%	395
2018 Q4	$28K	Hold	400	–	–	0.04%	345
2018 Q3	$32K	Hold	400	–	–	0.02%	359
2018 Q2	$32K	Buy	+400	New	+$32.4K	0.02%	350

Other funds holding EFG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Clarus Wealth Advisors's EFG Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 300 shares — an estimated $23K sold.

Clarus Wealth Advisors first reported a position in EFG in Q2 2018 and held it in 4 quarters. The position peaked at $32K in Q3 2018. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

Clarus Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 300 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $23K.
Clarus Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $32K in Q3 2018.
305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.