First Interstate Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Interstate Bank’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	-78	Closed	-$7K	–	251
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	462
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	529
2019 Q2	$6K	Hold	78	–	–	﹤0.01%	575
2019 Q1	$6K	Hold	78	–	–	﹤0.01%	600
2018 Q4	$5K	Hold	78	–	–	﹤0.01%	577
2018 Q3	$6K	Hold	78	–	–	﹤0.01%	586
2018 Q2	$6K	Hold	78	–	–	﹤0.01%	600
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	612
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	625
2017 Q3	$6K	Hold	78	–	–	﹤0.01%	597
2017 Q2	$6K	Hold	78	–	–	﹤0.01%	587
2017 Q1	$5K	Hold	78	–	–	﹤0.01%	600
2016 Q4	$5K	Hold	78	–	–	﹤0.01%	631
2016 Q3	$5K	Hold	78	–	–	﹤0.01%	642
2016 Q2	$5K	Sell	78 -48	-38%	-$3.17K	﹤0.01%	620
2016 Q1	$8K	Buy	126 +48	+62%	+$3.04K	﹤0.01%	580
2015 Q4	$5K	Hold	78	–	–	﹤0.01%	644
2015 Q3	$5K	Buy	+78	New	+$5.32K	﹤0.01%	665

Other funds holding EFG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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 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

First Interstate Bank's EFG Position: Q1 2020 in Review

First Interstate Bank sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 78 shares — an estimated $7K sold.

First Interstate Bank first reported a position in EFG in Q3 2015 and held it in 18 quarters. The position peaked at $8K in Q1 2016. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

First Interstate Bank reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 78 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $7K.
First Interstate Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2015 and held it in 18 quarters.
First Interstate Bank's iShares MSCI EAFE Growth ETF position peaked at $8K in Q1 2016.
343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.