EA
EFG icon

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

Edge 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
2018
Q2 		$169K Sell
2,155
-75
-3% -$6.08K 0.02% 336
2018
Q1 		$179K Hold
2,230
– – 0.02% 330
2017
Q4 		$179K Buy
2,230
+1,875
+528% +$149K 0.02% 319
2017
Q3 		$27K Hold
355
– – ﹤0.01% 612
2017
Q2 		$26K Buy
+355
New +$25.9K ﹤0.01% 621

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

Edge Advisors's EFG Position: Q2 2018 in Review

Edge Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q2 2018, selling an estimated $6.08K and leaving 2,155 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #336.

Edge Advisors first reported a position in EFG in Q2 2017 and has held it in 5 quarters since. The position peaked at $179K in Q1 2018. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

  • Edge Advisors held 2,155 shares of iShares MSCI EAFE Growth ETF worth $169K as of Q2 2018.
  • Edge Advisors sold 75 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $6.08K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #336 holding.
  • Edge Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 5 quarters since.
  • Edge Advisors's iShares MSCI EAFE Growth ETF position peaked at $179K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.