Clifford Swan Investment Counsel’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clifford Swan Investment Counsel’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 Q2	–	Sell	-2,951	Closed	-$296K	–	327
2021 Q1	$296K	Hold	2,951	–	–	0.01%	279
2020 Q4	$298K	Hold	2,951	–	–	0.01%	271
2020 Q3	$265K	Hold	2,951	–	–	0.01%	275
2020 Q2	$245K	Hold	2,951	–	–	0.01%	272
2020 Q1	$210K	Hold	2,951	–	–	0.01%	274
2019 Q4	$255K	Hold	2,951	–	–	0.01%	284
2019 Q3	$238K	Hold	2,951	–	–	0.01%	276
2019 Q2	$238K	Hold	2,951	–	–	0.01%	288
2019 Q1	$229K	Hold	2,951	–	–	0.01%	284
2018 Q4	$204K	Hold	2,951	–	–	0.01%	287
2018 Q3	$236K	Hold	2,951	–	–	0.01%	287
2018 Q2	$233K	Hold	2,951	–	–	0.01%	284
2018 Q1	$237K	Hold	2,951	–	–	0.01%	279
2017 Q4	$238K	Hold	2,951	–	–	0.01%	282
2017 Q3	$228K	Hold	2,951	–	–	0.01%	287
2017 Q2	$218K	Hold	2,951	–	–	0.01%	297
2017 Q1	$205K	Buy	+2,951	New	+$198K	0.01%	286
2016 Q4	–	Sell	-2,951	Closed	-$202K	–	282
2016 Q3	$202K	Buy	+2,951	New	+$199K	0.01%	268

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Clifford Swan Investment Counsel's EFG Position: Q2 2021 in Review

Clifford Swan Investment Counsel sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2021, closing a stake of 2,951 shares — an estimated $296K sold.

Clifford Swan Investment Counsel first reported a position in EFG in Q3 2016 and held it in 18 quarters. The position peaked at $298K in Q4 2020. 615 funds tracked by Wall St. Rank hold EFG as of Q2 2021.

Clifford Swan Investment Counsel reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2021 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,951 iShares MSCI EAFE Growth ETF shares in Q2 2021, an estimated $296K.
Clifford Swan Investment Counsel first reported a position in iShares MSCI EAFE Growth ETF in Q3 2016 and held it in 18 quarters.
Clifford Swan Investment Counsel's iShares MSCI EAFE Growth ETF position peaked at $298K in Q4 2020.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2021.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2021, filed 5 Aug 2021.