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G&S Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

G&S Capital’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
2019
Q4 		– Sell
-52
Closed -$4K – 224
2019
Q3 		$4K Buy
+52
New +$4.16K ﹤0.01% 193

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

G&S Capital's EFG Position: Q4 2019 in Review

G&S Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2019, closing a stake of 52 shares — an estimated $4K sold.

G&S Capital first reported a position in EFG in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 362 funds tracked by Wall St. Rank hold EFG as of Q4 2019.

  • G&S Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2019 after selling out during the quarter.
  • G&S Capital sold 52 iShares MSCI EAFE Growth ETF shares in Q4 2019, an estimated $4K.
  • G&S Capital first reported a position in iShares MSCI EAFE Growth ETF in Q3 2019 and held it in 1 quarter.
  • G&S Capital's iShares MSCI EAFE Growth ETF position peaked at $4K in Q3 2019.
  • 362 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2019.

Based on G&S Capital's 13F filing for Q4 2019, filed 21 Jan 2020.