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FormulaFolio Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-61,626
Closed -$6.22M – 550
2020
Q4 		$6.22M Buy
+61,626
New +$5.83M 0.13% 125
2020
Q1 		– Sell
-12,857
Closed -$1.11M – 306
2019
Q4 		$1.11M Buy
+12,857
New +$1.07M 0.04% 161

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FormulaFolio Investments's EFG Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2021, closing a stake of 61,626 shares — an estimated $6.22M sold.

FormulaFolio Investments first reported a position in EFG in Q4 2019 and held it in 2 quarters. The position peaked at $6.22M in Q4 2020. 613 funds tracked by Wall St. Rank hold EFG as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 61,626 iShares MSCI EAFE Growth ETF shares in Q1 2021, an estimated $6.22M.
  • FormulaFolio Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 2 quarters.
  • FormulaFolio Investments's iShares MSCI EAFE Growth ETF position peaked at $6.22M in Q4 2020.
  • 613 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.