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

Highland Private 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
2018
Q2 		– Sell
-72,198
Closed -$5.8M – 113
2018
Q1 		$5.8M Buy
+72,198
New +$5.9M 3.58% 2

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Highland Private Wealth Management's EFG Position: Q2 2018 in Review

Highland Private Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2018, closing a stake of 72,198 shares — an estimated $5.8M sold.

Highland Private Wealth Management first reported a position in EFG in Q1 2018 and held it in 1 quarter. The position peaked at $5.8M in Q1 2018. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

  • Highland Private Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 72,198 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $5.8M.
  • Highland Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $5.8M in Q1 2018.
  • 288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.