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Henshaw Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Henshaw Capital’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 		– Sell
-17,687
Closed -$1.53M – 291
2019
Q4 		$1.53M Buy
+17,687
New +$1.48M 0.12% 75

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
People's United Financial
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Henshaw Capital's EFG Position: Q1 2020 in Review

Henshaw Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 17,687 shares — an estimated $1.53M sold.

Henshaw Capital first reported a position in EFG in Q4 2019 and held it in 1 quarter. The position peaked at $1.53M in Q4 2019. 342 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

  • Henshaw Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Henshaw Capital sold 17,687 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $1.53M.
  • Henshaw Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 1 quarter.
  • Henshaw Capital's iShares MSCI EAFE Growth ETF position peaked at $1.53M in Q4 2019.
  • 342 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on Henshaw Capital's 13F filing for Q1 2020, filed 28 May 2026.