FEG
EFG icon

Financial Enhancement Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Enhancement Group’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
2020
Q1 		– Sell
-7,540
Closed -$652K – 280
2019
Q4 		$652K Sell
7,540
-127
-2% -$10.6K 0.16% 60
2019
Q3 		$617K Hold
7,667
– – 0.17% 57
2019
Q2 		$619K Buy
7,667
+55
+0.7% +$4.34K 0.18% 63
2019
Q1 		$590K Buy
7,612
+494
+7% +$36.6K 0.18% 62
2018
Q4 		$570K Hold
7,118
– – 0.18% 56
2018
Q3 		$570K Buy
7,118
+175
+3% +$14K 0.18% 56
2018
Q2 		$547K Buy
6,943
+207
+3% +$16.8K 0.19% 53
2018
Q1 		$541K Sell
6,736
-3,458
-34% -$282K 0.19% 55
2017
Q4 		$823K Sell
10,194
-2,834
-22% -$225K 0.31% 52
2017
Q3 		$1.01M Buy
13,028
+383
+3% +$29K 0.4% 39
2017
Q2 		$935K Buy
12,645
+4,447
+54% +$325K 0.4% 41
2017
Q1 		$570K Buy
8,198
+4,794
+141% +$321K 0.26% 46
2016
Q4 		$217K Buy
+3,404
New +$220K 0.11% 58

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Financial Enhancement Group's EFG Position: Q1 2020 in Review

Financial Enhancement Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 7,540 shares — an estimated $652K sold.

Financial Enhancement Group first reported a position in EFG in Q4 2016 and held it in 13 quarters. The position peaked at $1.01M in Q3 2017. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

  • Financial Enhancement Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 7,540 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $652K.
  • Financial Enhancement Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and held it in 13 quarters.
  • Financial Enhancement Group's iShares MSCI EAFE Growth ETF position peaked at $1.01M in Q3 2017.
  • 343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on Financial Enhancement Group's 13F filing for Q1 2020, filed 4 May 2020.