EAMA
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EFG Asset Management (Americas)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

EFG Asset Management (Americas)’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-790
Closed -$45K – 132
2014
Q1 		$45K Buy
+790
New +$43.7K 0.04% 87

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

EFG Asset Management (Americas)'s IJS Position: Q2 2014 in Review

EFG Asset Management (Americas) sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2014, closing a stake of 790 shares — an estimated $45K sold.

EFG Asset Management (Americas) first reported a position in IJS in Q1 2014 and held it in 1 quarter. The position peaked at $45K in Q1 2014. 231 funds tracked by Wall St. Rank hold IJS as of Q2 2014.

  • EFG Asset Management (Americas) reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 790 iShares S&P Small-Cap 600 Value ETF shares in Q2 2014, an estimated $45K.
  • EFG Asset Management (Americas) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s iShares S&P Small-Cap 600 Value ETF position peaked at $45K in Q1 2014.
  • 231 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2014, filed 30 Jul 2014.