EFG Asset Management (Americas)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EFG Asset Management (Americas)’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,560	Closed	-$93K	–	117
2016 Q3	$93K	Buy	+3,560	New	+$92.6K	0.04%	104
2015 Q2	–	Sell	-6,796	Closed	-$168K	–	124
2015 Q1	$168K	Sell	6,796 -628	-8%	-$15.3K	0.13%	77
2014 Q4	$177K	Buy	7,424 +404	+6%	+$9.45K	0.11%	100
2014 Q3	$161K	Sell	7,020 -2,128	-23%	-$48.8K	0.16%	46
2014 Q2	$208K	Sell	9,148 -1,444	-14%	-$31.7K	0.19%	23
2014 Q1	$229K	Sell	10,592 -6,876	-39%	-$148K	0.19%	21
2013 Q4	$375K	Buy	+17,468	New	+$358K	0.33%	19

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EFG Asset Management (Americas)'s IWF Position: Q4 2016 in Review

EFG Asset Management (Americas) sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2016, closing a stake of 3,560 shares — an estimated $93K sold.

EFG Asset Management (Americas) first reported a position in IWF in Q4 2013 and held it in 7 quarters. The position peaked at $375K in Q4 2013. 763 funds tracked by Wall St. Rank hold IWF as of Q4 2016.

EFG Asset Management (Americas) reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2016 after selling out during the quarter.
EFG Asset Management (Americas) sold 3,560 iShares Russell 1000 Growth ETF shares in Q4 2016, an estimated $93K.
EFG Asset Management (Americas) first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 7 quarters.
EFG Asset Management (Americas)'s iShares Russell 1000 Growth ETF position peaked at $375K in Q4 2013.
763 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2016, filed 14 Feb 2017.