Integrated Investment Consultants’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Integrated Investment Consultants’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	-321	Closed	-$26K	–	312
2018 Q1	$26K	Buy	+321	New	+$26.2K	0.01%	511
2017 Q3	$25K	Sell	329 -8	-2%	-$606	0.01%	444
2017 Q2	$25K	Hold	337	–	–	0.01%	448
2017 Q1	$23K	Hold	337	–	–	0.01%	445
2016 Q4	$21K	Hold	337	–	–	0.01%	451
2016 Q3	$22K	Hold	337	–	–	0.01%	449
2016 Q2	$22K	Hold	337	–	–	0.01%	465
2016 Q1	$22K	Buy	+337	New	+$21.3K	0.01%	438

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Integrated Investment Consultants's EFG Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2018, closing a stake of 321 shares — an estimated $26K sold.

Integrated Investment Consultants first reported a position in EFG in Q1 2016 and held it in 8 quarters. The position peaked at $26K in Q1 2018. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

Integrated Investment Consultants reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 321 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $26K.
Integrated Investment Consultants first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's iShares MSCI EAFE Growth ETF position peaked at $26K in Q1 2018.
288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.