Efficient Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Efficient Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-27,464	Closed	-$1.35M	–	48
2017 Q2	$1.35M	Buy	27,464 +12	+0%	+$584	0.2%	37
2017 Q1	$1.31M	Buy	27,452 +56	+0.2%	+$2.64K	0.18%	40
2016 Q4	$1.25M	Buy	27,396 +108	+0.4%	+$4.75K	0.18%	41
2016 Q3	$1.19M	Buy	27,288 +92	+0.3%	+$4.04K	0.18%	43
2016 Q2	$1.15M	Buy	27,196 +8	+0%	+$332	0.18%	48
2016 Q1	$1.1M	Buy	+27,188	New	+$1.04M	0.2%	42

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Efficient Advisors's IJK Position: Q3 2017 in Review

Efficient Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2017, closing a stake of 27,464 shares — an estimated $1.35M sold.

Efficient Advisors first reported a position in IJK in Q1 2016 and held it in 6 quarters. The position peaked at $1.35M in Q2 2017. 414 funds tracked by Wall St. Rank hold IJK as of Q3 2017.

Efficient Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2017 after selling out during the quarter.
Efficient Advisors sold 27,464 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2017, an estimated $1.35M.
Efficient Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2016 and held it in 6 quarters.
Efficient Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.35M in Q2 2017.
414 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2017.

Based on Efficient Advisors's 13F filing for Q3 2017, filed 16 Nov 2017.