KWMG LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

KWMG LLC’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	-62	Closed	-$5K	–	208
2019 Q1	$5K	Hold	62	–	–	﹤0.01%	347
2018 Q4	$4K	Hold	62	–	–	﹤0.01%	373
2018 Q3	$5K	Buy	+62	New	+$4.94K	﹤0.01%	351

Other funds holding EFG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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) 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 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

KWMG LLC's EFG Position: Q2 2019 in Review

KWMG LLC sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 62 shares — an estimated $5K sold.

KWMG LLC first reported a position in EFG in Q3 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

KWMG LLC reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 62 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $5K.
KWMG LLC first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 3 quarters.
KWMG LLC's iShares MSCI EAFE Growth ETF position peaked at $5K in Q1 2019.
305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.