GFS Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GFS Private Wealth’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
2017 Q4	$1.46M	Buy	+18,130	New	+$1.44M	0.5%	25

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

RJA

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

GFS Private Wealth's EFG Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2017: 18,130 shares worth $1.46M. The stake represents 0.5% of the portfolio and ranks #25 among its holdings.

266 funds tracked by Wall St. Rank hold EFG as of Q4 2017.

GFS Private Wealth held 18,130 shares of iShares MSCI EAFE Growth ETF worth $1.46M as of Q4 2017.
iShares MSCI EAFE Growth ETF was a new GFS Private Wealth position in Q4 2017.
iShares MSCI EAFE Growth ETF made up 0.5% of GFS Private Wealth's portfolio in Q4 2017, its #25 holding.
266 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.