EFG Asset Management (Americas)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,904	Closed	-$567K	–	129
2017 Q4	$567K	Hold	10,904	–	–	0.2%	95
2017 Q3	$537K	Hold	10,904	–	–	0.2%	81
2017 Q2	$524K	Buy	10,904 +2,764	+34%	+$131K	0.2%	85
2017 Q1	$381K	Buy	+8,140	New	+$377K	0.15%	95
2016 Q4	–	Sell	-5,100	Closed	-$211K	–	118
2016 Q3	$211K	Sell	5,100 -684	-12%	-$29.6K	0.09%	96
2016 Q2	$233K	Sell	5,784 -2,640	-31%	-$109K	0.11%	88
2016 Q1	$327K	Buy	+8,424	New	+$320K	0.16%	77

Other funds holding IWR

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EFG Asset Management (Americas)'s IWR Position: Q1 2018 in Review

EFG Asset Management (Americas) sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2018, closing a stake of 10,904 shares — an estimated $567K sold.

EFG Asset Management (Americas) first reported a position in IWR in Q1 2016 and held it in 7 quarters. The position peaked at $567K in Q4 2017. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

EFG Asset Management (Americas) reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
EFG Asset Management (Americas) sold 10,904 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $567K.
EFG Asset Management (Americas) first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and held it in 7 quarters.
EFG Asset Management (Americas)'s iShares Russell Mid-Cap ETF position peaked at $567K in Q4 2017.
673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2018, filed 7 May 2018.