GAM
EFG icon

GQ Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GQ Asset Management’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
2020
Q1 		$5K Sell
76
-88
-54% -$7.13K 0.01% 105
2019
Q4 		$14K Buy
+164
New +$13.7K 0.01% 145

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

GQ Asset Management's EFG Position: Q1 2020 in Review

GQ Asset Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 54% in Q1 2020, selling an estimated $7.13K and leaving 76 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #105.

GQ Asset Management first reported a position in EFG in Q4 2019 and has held it in 2 quarters since. The position peaked at $14K in Q4 2019. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

  • GQ Asset Management held 76 shares of iShares MSCI EAFE Growth ETF worth $5K as of Q1 2020.
  • GQ Asset Management sold 88 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $7.13K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of GQ Asset Management's portfolio in Q1 2020, its #105 holding.
  • GQ Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • GQ Asset Management's iShares MSCI EAFE Growth ETF position peaked at $14K in Q4 2019.
  • 343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on GQ Asset Management's 13F filing for Q1 2020, filed 8 May 2020.