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

Intellectus 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
2019
Q2 		– Sell
-267
Closed -$21K – 244
2019
Q1 		$21K Buy
+267
New +$19.8K 0.01% 309
2018
Q4 		– Sell
-267
Closed -$21K – 324
2018
Q3 		$21K Hold
267
– – 0.01% 430
2018
Q2 		$21K Buy
+267
New +$21.6K 0.01% 425

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Intellectus Partners's EFG Position: Q2 2019 in Review

Intellectus Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 267 shares — an estimated $21K sold.

Intellectus Partners first reported a position in EFG in Q2 2018 and held it in 3 quarters. The position peaked at $21K in Q1 2019. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

  • Intellectus Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 267 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $21K.
  • Intellectus Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 3 quarters.
  • Intellectus Partners's iShares MSCI EAFE Growth ETF position peaked at $21K in Q1 2019.
  • 305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.