First Personal Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-1,765	Closed	-$142K	–	738
2018 Q1	$142K	Sell	1,765 -6,100	-78%	-$498K	0.03%	248
2017 Q4	$635K	Hold	7,865	–	–	0.12%	137
2017 Q3	$609K	Hold	7,865	–	–	0.13%	127
2017 Q2	$582K	Hold	7,865	–	–	0.13%	129
2017 Q1	$547K	Hold	7,865	–	–	0.13%	120
2016 Q4	$501K	Sell	7,865 -2,485	-24%	-$160K	0.13%	123
2016 Q3	$708K	Hold	10,350	–	–	0.21%	99
2016 Q2	$677K	Buy	+10,350	New	+$684K	0.23%	92

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Personal Financial Services's EFG Position: Q2 2018 in Review

First Personal Financial Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2018, closing a stake of 1,765 shares — an estimated $142K sold.

First Personal Financial Services first reported a position in EFG in Q2 2016 and held it in 8 quarters. The position peaked at $708K in Q3 2016. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

First Personal Financial Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 1,765 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $142K.
First Personal Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's iShares MSCI EAFE Growth ETF position peaked at $708K in Q3 2016.
288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.