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Ironwood Wealth Management (Arizona)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ironwood Wealth Management (Arizona)’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
Q4 		– Sell
-339
Closed -$27K – 56
2018
Q3 		$27K Hold
339
– – 0.02% 43
2018
Q2 		$27K Buy
+339
New +$27.5K 0.03% 40
2017
Q3 		$31K Buy
+397
New +$30.1K 0.03% 43

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s EFG Position: Q4 2018 in Review

Ironwood Wealth Management (Arizona) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2018, closing a stake of 339 shares — an estimated $27K sold.

Ironwood Wealth Management (Arizona) first reported a position in EFG in Q3 2017 and held it in 3 quarters. The position peaked at $31K in Q3 2017. 303 funds tracked by Wall St. Rank hold EFG as of Q4 2018.

  • Ironwood Wealth Management (Arizona) reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 339 iShares MSCI EAFE Growth ETF shares in Q4 2018, an estimated $27K.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and held it in 3 quarters.
  • Ironwood Wealth Management (Arizona)'s iShares MSCI EAFE Growth ETF position peaked at $31K in Q3 2017.
  • 303 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2018.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2018, filed 13 Feb 2019.