Israel Discount Bank of New York’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Israel Discount Bank of New York’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
2022 Q1	–	Sell	-1,986	Closed	-$219K	–	86
2021 Q4	$219K	Buy	+1,986	New	+$218K	0.14%	86
2019 Q2	–	Sell	-1,700	Closed	-$132K	–	161
2019 Q1	$132K	Hold	1,700	–	–	0.09%	99
2018 Q4	$117K	Hold	1,700	–	–	0.09%	101
2018 Q3	$136K	Hold	1,700	–	–	0.09%	99
2018 Q2	$134K	Hold	1,700	–	–	0.09%	103
2018 Q1	$137K	Hold	1,700	–	–	0.09%	101
2017 Q4	$137K	Hold	1,700	–	–	0.1%	97
2017 Q3	$132K	Hold	1,700	–	–	0.1%	96
2017 Q2	$126K	Hold	1,700	–	–	0.1%	96
2017 Q1	$118K	Hold	1,700	–	–	0.1%	103
2016 Q4	$108K	Buy	+1,700	New	+$110K	0.1%	128

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Israel Discount Bank of New York's EFG Position: Q1 2022 in Review

Israel Discount Bank of New York sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2022, closing a stake of 1,986 shares — an estimated $219K sold.

Israel Discount Bank of New York first reported a position in EFG in Q4 2016 and held it in 11 quarters. The position peaked at $219K in Q4 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

Israel Discount Bank of New York reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2022 after selling out during the quarter.
Israel Discount Bank of New York sold 1,986 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $219K.
Israel Discount Bank of New York first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and held it in 11 quarters.
Israel Discount Bank of New York's iShares MSCI EAFE Growth ETF position peaked at $219K in Q4 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on Israel Discount Bank of New York's 13F filing for Q1 2022, filed 8 Apr 2022.