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Emerson Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-507
Closed -$35K – 152
2014
Q3 		$35K Buy
+507
New +$35.8K 0.01% 174

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Emerson Investment Management's EFG Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2014, closing a stake of 507 shares — an estimated $35K sold.

Emerson Investment Management first reported a position in EFG in Q3 2014 and held it in 1 quarter. The position peaked at $35K in Q3 2014. 158 funds tracked by Wall St. Rank hold EFG as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 507 iShares MSCI EAFE Growth ETF shares in Q4 2014, an estimated $35K.
  • Emerson Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares MSCI EAFE Growth ETF position peaked at $35K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.