Ironwood Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ironwood Financial’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 Q3	–	Sell	-140	Closed	-$12K	–	436
2020 Q2	$12K	Hold	140	–	–	0.01%	231
2020 Q1	$10K	Sell	140 -544	-80%	-$44.1K	0.01%	208
2019 Q4	$59K	Hold	684	–	–	0.03%	101
2019 Q3	$55K	Hold	684	–	–	0.03%	105
2019 Q2	$55K	Hold	684	–	–	0.03%	103
2019 Q1	$53K	Hold	684	–	–	0.03%	107
2018 Q4	$47K	Hold	684	–	–	0.03%	107
2018 Q3	$55K	Hold	684	–	–	0.03%	102
2018 Q2	$54K	Hold	684	–	–	0.03%	81
2018 Q1	$55K	Hold	684	–	–	0.06%	67
2017 Q4	$55K	Hold	684	–	–	0.03%	77
2017 Q3	$53K	Hold	684	–	–	0.03%	83
2017 Q2	$51K	Hold	684	–	–	0.03%	84
2017 Q1	$48K	Hold	684	–	–	0.03%	87
2016 Q4	$44K	Hold	684	–	–	0.03%	91
2016 Q3	$47K	Hold	684	–	–	0.03%	90
2016 Q2	$45K	Hold	684	–	–	0.03%	92
2016 Q1	$45K	Buy	+684	New	+$43.3K	0.03%	92
2015 Q3	$69K	Hold	1,081	–	–	0.03%	99
2015 Q2	$76K	Hold	1,081	–	–	0.04%	94
2015 Q1	$76K	Hold	1,081	–	–	0.04%	93
2014 Q4	$71K	Buy	+1,081	New	+$72.4K	0.04%	90

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ironwood Financial's EFG Position: Q3 2020 in Review

Ironwood Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2020, closing a stake of 140 shares — an estimated $12K sold.

Ironwood Financial first reported a position in EFG in Q4 2014 and held it in 22 quarters. The position peaked at $76K in Q2 2015. 485 funds tracked by Wall St. Rank hold EFG as of Q3 2020.

Ironwood Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2020 after selling out during the quarter.
Ironwood Financial sold 140 iShares MSCI EAFE Growth ETF shares in Q3 2020, an estimated $12K.
Ironwood Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and held it in 22 quarters.
Ironwood Financial's iShares MSCI EAFE Growth ETF position peaked at $76K in Q2 2015.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2020.

Based on Ironwood Financial's 13F filing for Q3 2020, filed 3 Nov 2020.