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

MBE 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
Q4 		– Sell
-19,875
Closed -$1.65M – 58
2020
Q3 		$1.65M Hold
19,875
– – 1.39% 15
2020
Q2 		$1.65M Buy
+19,875
New +$1.55M 1.39% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MBE Wealth Management's EFG Position: Q4 2020 in Review

MBE Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2020, closing a stake of 19,875 shares — an estimated $1.65M sold.

MBE Wealth Management first reported a position in EFG in Q2 2020 and held it in 2 quarters. The position peaked at $1.65M in Q3 2020. 581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

  • MBE Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2020 after selling out during the quarter.
  • MBE Wealth Management sold 19,875 iShares MSCI EAFE Growth ETF shares in Q4 2020, an estimated $1.65M.
  • MBE Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 2 quarters.
  • MBE Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.65M in Q3 2020.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on MBE Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.