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

Glovista 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
2017
Q2 		– Sell
-433,195
Closed -$30M – 113
2017
Q1 		$30M Buy
+433,195
New +$29M 6.74% 3

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
PNC Financial Services Group
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Glovista Investments's EFG Position: Q2 2017 in Review

Glovista Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2017, closing a stake of 433,195 shares — an estimated $30M sold.

Glovista Investments first reported a position in EFG in Q1 2017 and held it in 1 quarter. The position peaked at $30M in Q1 2017. 230 funds tracked by Wall St. Rank hold EFG as of Q2 2017.

  • Glovista Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Glovista Investments sold 433,195 iShares MSCI EAFE Growth ETF shares in Q2 2017, an estimated $30M.
  • Glovista Investments first reported a position in iShares MSCI EAFE Growth ETF in Q1 2017 and held it in 1 quarter.
  • Glovista Investments's iShares MSCI EAFE Growth ETF position peaked at $30M in Q1 2017.
  • 230 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2017.

Based on Glovista Investments's 13F filing for Q2 2017, filed 14 Aug 2017.