LifePlan Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LifePlan Financial Group’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 Q3	$5.83M	Buy	64,908 +429	+0.7%	+$38K	2.51%	9
2020 Q2	$5.36M	Buy	64,479 +59,558	+1,210%	+$4.65M	2.44%	11
2020 Q1	$350K	Buy	4,921 +388	+9%	+$31.4K	0.19%	89
2019 Q4	$392K	Sell	4,533 -126	-3%	-$10.5K	0.17%	93
2019 Q3	$375K	Sell	4,659 -123	-3%	-$9.84K	0.18%	96
2019 Q2	$386K	Sell	4,782 -48	-1%	-$3.79K	0.19%	87
2019 Q1	$374K	Buy	4,830 +32	+0.7%	+$2.37K	0.2%	84
2018 Q4	$331K	Sell	4,798 -846	-15%	-$61.6K	0.21%	85
2018 Q3	$452K	Buy	5,644 +47	+0.8%	+$3.75K	0.24%	68
2018 Q2	$441K	Sell	5,597 -24	-0.4%	-$1.95K	0.25%	70
2018 Q1	$452K	Buy	5,621 +539	+11%	+$44K	0.26%	65
2017 Q4	$393K	Hold	5,082	–	–	0.25%	73
2017 Q3	$393K	Hold	5,082	–	–	0.25%	73
2017 Q2	$376K	Buy	5,082 +16	+0.3%	+$1.17K	0.26%	76
2017 Q1	$352K	Sell	5,066 -255	-5%	-$17.1K	0.24%	78
2016 Q4	$339K	Sell	5,321 -12	-0.2%	-$775	0.24%	85
2016 Q3	$365K	Buy	5,333 +69	+1%	+$4.66K	0.25%	71
2016 Q2	$344K	Buy	+5,264	New	+$348K	0.24%	70

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's EFG Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.67% in Q3 2020, buying an estimated $38K and bringing the position to 64,908 shares worth $5.83M. The position accounts for 2.51% of the portfolio, ranked #9.

LifePlan Financial Group first reported a position in EFG in Q2 2016 and has held it in 18 quarters since. 485 funds tracked by Wall St. Rank hold EFG as of Q3 2020.

LifePlan Financial Group held 64,908 shares of iShares MSCI EAFE Growth ETF worth $5.83M as of Q3 2020.
LifePlan Financial Group bought 429 iShares MSCI EAFE Growth ETF shares in Q3 2020, an estimated $38K.
iShares MSCI EAFE Growth ETF made up 2.51% of LifePlan Financial Group's portfolio in Q3 2020, its #9 holding.
LifePlan Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2016 and has held it in 18 quarters since.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.