ME
EFG icon

McIlrath & Eck’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

McIlrath & Eck’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
Q1 		– Sell
-28
Closed -$2K – 674
2019
Q4 		$2K Buy
+28
New +$2.34K ﹤0.01% 561

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

McIlrath & Eck's EFG Position: Q1 2020 in Review

McIlrath & Eck sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 28 shares — an estimated $2K sold.

McIlrath & Eck first reported a position in EFG in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

  • McIlrath & Eck reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
  • McIlrath & Eck sold 28 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $2K.
  • McIlrath & Eck first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 1 quarter.
  • McIlrath & Eck's iShares MSCI EAFE Growth ETF position peaked at $2K in Q4 2019.
  • 343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on McIlrath & Eck's 13F filing for Q1 2020, filed 14 May 2020.