IFA
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Interactive Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Interactive Financial 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
2019
Q1 		– Sell
-29
Closed -$2K – 122
2018
Q4 		$2K Buy
+29
New +$2.11K ﹤0.01% 94

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Interactive Financial Advisors's EFG Position: Q1 2019 in Review

Interactive Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2019, closing a stake of 29 shares — an estimated $2K sold.

Interactive Financial Advisors first reported a position in EFG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 311 funds tracked by Wall St. Rank hold EFG as of Q1 2019.

  • Interactive Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Interactive Financial Advisors sold 29 iShares MSCI EAFE Growth ETF shares in Q1 2019, an estimated $2K.
  • Interactive Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 1 quarter.
  • Interactive Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $2K in Q4 2018.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2019.

Based on Interactive Financial Advisors's 13F filing for Q1 2019, filed 6 May 2019.