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Joseph P. Lucia & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-117
Closed -$9.22K – 451
2019
Q1 		$9.22K Buy
+117
New +$8.68K 0.02% 229

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Joseph P. Lucia & Associates's EFG Position: Q2 2019 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 117 shares — an estimated $9.22K sold.

Joseph P. Lucia & Associates first reported a position in EFG in Q1 2019 and held it in 1 quarter. The position peaked at $9.22K in Q1 2019. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

  • Joseph P. Lucia & Associates reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 117 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $9.22K.
  • Joseph P. Lucia & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's iShares MSCI EAFE Growth ETF position peaked at $9.22K in Q1 2019.
  • 305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2019, filed 23 Jul 2019.