JA
EFG icon

JOYN Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JOYN Advisors’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
-607
Closed -$49K – 1782
2018
Q3 		$49K Sell
607
-19
-3% -$1.51K 0.01% 394
2018
Q2 		$49K Buy
626
+19
+3% +$1.54K 0.01% 406
2018
Q1 		$49K Buy
+607
New +$49.6K 0.01% 459
2015
Q4 		– Sell
-12,685
Closed -$809K – 23
2015
Q3 		$809K Sell
12,685
-2,046
-14% -$139K 0.31% 15
2015
Q2 		$1.03M Sell
14,731
-2,623
-15% -$190K 0.42% 12
2015
Q1 		$1.22M Sell
17,354
-49,968
-74% -$3.42M 0.49% 12
2014
Q4 		$4.43M Buy
+67,322
New +$4.51M 1.82% 9
2014
Q3 		– Sell
-2,626
Closed -$190K – 23
2014
Q2 		$190K Hold
2,626
– – 0.08% 15
2014
Q1 		$186K Sell
2,626
-6,863
-72% -$480K 0.08% 18
2013
Q4 		$678K Sell
9,489
-486
-5% -$33.7K 0.36% 11
2013
Q3 		$680K Buy
+9,975
New +$655K 0.34% 13
2013
Q2 		– Hold
0
– – – 12

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
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

JOYN Advisors's EFG Position: Q4 2018 in Review

JOYN Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2018, closing a stake of 607 shares — an estimated $49K sold.

JOYN Advisors first reported a position in EFG in Q3 2013 and held it in 11 quarters. The position peaked at $4.43M in Q4 2014. 303 funds tracked by Wall St. Rank hold EFG as of Q4 2018.

  • JOYN Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 607 iShares MSCI EAFE Growth ETF shares in Q4 2018, an estimated $49K.
  • JOYN Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and held it in 11 quarters.
  • JOYN Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.43M in Q4 2014.
  • 303 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.