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Cornerstone Advisors (Washington)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cornerstone Advisors (Washington)’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
Q2 		– Sell
-67
Closed -$5K – 1230
2018
Q1 		$5K Hold
67
– – ﹤0.01% 699
2017
Q4 		$5K Hold
67
– – ﹤0.01% 694
2017
Q3 		$5K Hold
67
– – ﹤0.01% 693
2017
Q2 		$5K Buy
+67
New +$4.89K ﹤0.01% 684

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EFG Position: Q2 2018 in Review

Cornerstone Advisors (Washington) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2018, closing a stake of 67 shares — an estimated $5K sold.

Cornerstone Advisors (Washington) first reported a position in EFG in Q2 2017 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

  • Cornerstone Advisors (Washington) reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 67 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $5K.
  • Cornerstone Advisors (Washington) first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and held it in 4 quarters.
  • Cornerstone Advisors (Washington)'s iShares MSCI EAFE Growth ETF position peaked at $5K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2018, filed 18 Jul 2018.