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Independence Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Independence Wealth Advisors’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
-3,675
Closed -$318K – 23
2019
Q4 		$318K Buy
+3,675
New +$307K 0.31% 21
2019
Q3 		– Sell
-3,675
Closed -$297K – 23
2019
Q2 		$297K Buy
+3,675
New +$290K 0.29% 23

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

Independence Wealth Advisors's EFG Position: Q1 2020 in Review

Independence Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 3,675 shares — an estimated $318K sold.

Independence Wealth Advisors first reported a position in EFG in Q2 2019 and held it in 2 quarters. The position peaked at $318K in Q4 2019. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

  • Independence Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Independence Wealth Advisors sold 3,675 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $318K.
  • Independence Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and held it in 2 quarters.
  • Independence Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $318K in Q4 2019.
  • 343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on Independence Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.