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Destination Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Destination Wealth Management’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
2014
Q4 		– Sell
-6,845
Closed -$466K – 117
2014
Q3 		$466K Hold
6,845
– – 0.05% 89
2014
Q2 		$496K Sell
6,845
-321
-4% -$23.1K 0.05% 85
2014
Q1 		$508K Buy
+7,166
New +$501K 0.05% 86

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Destination Wealth Management's EFG Position: Q4 2014 in Review

Destination Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2014, closing a stake of 6,845 shares — an estimated $466K sold.

Destination Wealth Management first reported a position in EFG in Q1 2014 and held it in 3 quarters. The position peaked at $508K in Q1 2014. 158 funds tracked by Wall St. Rank hold EFG as of Q4 2014.

  • Destination Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Destination Wealth Management sold 6,845 iShares MSCI EAFE Growth ETF shares in Q4 2014, an estimated $466K.
  • Destination Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and held it in 3 quarters.
  • Destination Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $508K in Q1 2014.
  • 158 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2014.

Based on Destination Wealth Management's 13F filing for Q4 2014, filed 14 Jan 2015.