LWM
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Lenox Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$144K Buy
+1,733
New +$135K 0.04% 171
2017
Q4 		– Sell
-350
Closed -$27K – 487
2017
Q3 		$27K Buy
+350
New +$26.5K 0.01% 286

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Lenox Wealth Management's EFG Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2020: 1,733 shares worth $144K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in EFG as recently as Q3 2017.

Lenox Wealth Management first reported a position in EFG in Q3 2017 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold EFG as of Q2 2020.

  • Lenox Wealth Management held 1,733 shares of iShares MSCI EAFE Growth ETF worth $144K as of Q2 2020.
  • iShares MSCI EAFE Growth ETF was a new Lenox Wealth Management position in Q2 2020.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #171 holding.
  • Lenox Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.