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First Citizens Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Citizens Bank & Trust’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
2022
Q2 		– Sell
-2,750
Closed -$265K – 412
2022
Q1 		$265K Sell
2,750
-7,774
-74% -$764K 0.01% 337
2021
Q4 		$1.16M Buy
+10,524
New +$1.15M 0.05% 163

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Citizens Bank & Trust's EFG Position: Q2 2022 in Review

First Citizens Bank & Trust sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2022, closing a stake of 2,750 shares — an estimated $265K sold.

First Citizens Bank & Trust first reported a position in EFG in Q4 2021 and held it in 2 quarters. The position peaked at $1.16M in Q4 2021. 699 funds tracked by Wall St. Rank hold EFG as of Q2 2022.

  • First Citizens Bank & Trust reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2022 after selling out during the quarter.
  • First Citizens Bank & Trust sold 2,750 iShares MSCI EAFE Growth ETF shares in Q2 2022, an estimated $265K.
  • First Citizens Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 2 quarters.
  • First Citizens Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $1.16M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2022.

Based on First Citizens Bank & Trust's 13F filing for Q2 2022, filed 26 Jul 2022.