KIA
EFG icon

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

KCM Investment 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
2015
Q3 		– Sell
-3,900
Closed -$273K – 524
2015
Q2 		$273K Hold
3,900
– – 0.02% 457
2015
Q1 		$273K Hold
3,900
– – 0.02% 444
2014
Q4 		$257K Buy
+3,900
New +$261K 0.02% 447

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM Investment Advisors's EFG Position: Q3 2015 in Review

KCM Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2015, closing a stake of 3,900 shares — an estimated $273K sold.

KCM Investment Advisors first reported a position in EFG in Q4 2014 and held it in 3 quarters. The position peaked at $273K in Q2 2015. 167 funds tracked by Wall St. Rank hold EFG as of Q3 2015.

  • KCM Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 3,900 iShares MSCI EAFE Growth ETF shares in Q3 2015, an estimated $273K.
  • KCM Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and held it in 3 quarters.
  • KCM Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $273K in Q2 2015.
  • 167 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.