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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
-9,223
Closed -$117 – 451
2019
Q1 		$117 Buy
+9,223
New +$684K 0.01% 254

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 $6.46B AUM 18.45% 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 $82.4B AUM 19.69% 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 9,223 shares — an estimated $117 sold.

Joseph P. Lucia & Associates first reported a position in EFG in Q1 2019 and held it in 1 quarter. The position peaked at $117 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 9,223 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $117.
  • 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 $117 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.