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Investment Centers of America’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Investment Centers of America’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
2017
Q3 		– Sell
-2,925
Closed -$214K – 599
2017
Q2 		$214K Buy
+2,925
New +$214K 0.02% 524

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Investment Centers of America's EFG Position: Q3 2017 in Review

Investment Centers of America sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2017, closing a stake of 2,925 shares — an estimated $214K sold.

Investment Centers of America first reported a position in EFG in Q2 2017 and held it in 1 quarter. The position peaked at $214K in Q2 2017. 247 funds tracked by Wall St. Rank hold EFG as of Q3 2017.

  • Investment Centers of America reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Investment Centers of America sold 2,925 iShares MSCI EAFE Growth ETF shares in Q3 2017, an estimated $214K.
  • Investment Centers of America first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and held it in 1 quarter.
  • Investment Centers of America's iShares MSCI EAFE Growth ETF position peaked at $214K in Q2 2017.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2017.

Based on Investment Centers of America's 13F filing for Q3 2017, filed 13 Nov 2017.