GWM
EFG icon

Gupta Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-220
Closed -$15K – 1178
2015
Q4 		$15K Buy
+220
New +$14.9K ﹤0.01% 764

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's EFG Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2016, closing a stake of 220 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in EFG in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 186 funds tracked by Wall St. Rank hold EFG as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 220 iShares MSCI EAFE Growth ETF shares in Q1 2016, an estimated $15K.
  • Gupta Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $15K in Q4 2015.
  • 186 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.