ClearBridge Investments
EFG icon

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

ClearBridge Investments’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
2013
Q3 		– Sell
-254
Closed -$16K – 1100
2013
Q2 		$16K Buy
+254
New +$16.4K ﹤0.01% 986

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WT
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CWA
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Morgan Stanley
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ClearBridge Investments's EFG Position: Q3 2013 in Review

ClearBridge Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2013, closing a stake of 254 shares — an estimated $16K sold.

ClearBridge Investments first reported a position in EFG in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 129 funds tracked by Wall St. Rank hold EFG as of Q3 2013.

  • ClearBridge Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2013 after selling out during the quarter.
  • ClearBridge Investments sold 254 iShares MSCI EAFE Growth ETF shares in Q3 2013, an estimated $16K.
  • ClearBridge Investments first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 1 quarter.
  • ClearBridge Investments's iShares MSCI EAFE Growth ETF position peaked at $16K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2013.

Based on ClearBridge Investments's 13F filing for Q3 2013, filed 14 Nov 2013.