KFS
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Kissinger Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$3.53M Buy
47,785
+680
+1% +$49.7K 3.52% 9
2017
Q1 		$3.27M Buy
47,105
+382
+0.8% +$25.6K 3.37% 7
2016
Q4 		$2.98M Buy
46,723
+810
+2% +$52.3K 3.11% 7
2016
Q3 		$3.14M Buy
+45,913
New +$3.1M 3.43% 6

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kissinger Financial Services's EFG Position: Q2 2017 in Review

Kissinger Financial Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q2 2017, buying an estimated $49.7K and bringing the position to 47,785 shares worth $3.53M. The position accounts for 3.52% of the portfolio, ranked #9.

Kissinger Financial Services first reported a position in EFG in Q3 2016 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold EFG as of Q2 2017.

  • Kissinger Financial Services held 47,785 shares of iShares MSCI EAFE Growth ETF worth $3.53M as of Q2 2017.
  • Kissinger Financial Services bought 680 iShares MSCI EAFE Growth ETF shares in Q2 2017, an estimated $49.7K.
  • iShares MSCI EAFE Growth ETF made up 3.52% of Kissinger Financial Services's portfolio in Q2 2017, its #9 holding.
  • Kissinger Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q3 2016 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.