LVZ Inc
EFG icon

LVZ Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LVZ Inc’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
Q1 		– Sell
-893,631
Closed -$20.6M – 76
2018
Q4 		$20.6M Sell
893,631
-286,554
-24% -$6.96M 5.85% 7
2018
Q3 		$29.7M Buy
+1,180,185
New +$31.4M 7.43% 4

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Bank of America
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PNC Financial Services Group
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RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LVZ Inc's EFG Position: Q1 2019 in Review

LVZ Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2019, closing a stake of 893,631 shares — an estimated $20.6M sold.

LVZ Inc first reported a position in EFG in Q3 2018 and held it in 2 quarters. The position peaked at $29.7M in Q3 2018. 311 funds tracked by Wall St. Rank hold EFG as of Q1 2019.

  • LVZ Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 893,631 iShares MSCI EAFE Growth ETF shares in Q1 2019, an estimated $20.6M.
  • LVZ Inc first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 2 quarters.
  • LVZ Inc's iShares MSCI EAFE Growth ETF position peaked at $29.7M in Q3 2018.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.