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Hefty Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$196K Buy
2,441
+1,637
+204% +$134K 0.13% 87
2017
Q4 		$65K Buy
804
+331
+70% +$26.2K 0.04% 127
2017
Q3 		$37K Buy
+473
New +$35.8K 0.02% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hefty Wealth Partners's EFG Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 204% in Q1 2018, buying an estimated $134K and bringing the position to 2,441 shares worth $196K. The position accounts for 0.13% of the portfolio, ranked #87.

Hefty Wealth Partners first reported a position in EFG in Q3 2017 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold EFG as of Q1 2018.

  • Hefty Wealth Partners held 2,441 shares of iShares MSCI EAFE Growth ETF worth $196K as of Q1 2018.
  • Hefty Wealth Partners bought 1,637 iShares MSCI EAFE Growth ETF shares in Q1 2018, an estimated $134K.
  • iShares MSCI EAFE Growth ETF made up 0.13% of Hefty Wealth Partners's portfolio in Q1 2018, its #87 holding.
  • Hefty Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.