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

MinichMacGregor 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
2019
Q1 		– Sell
-28,869
Closed -$2.23M – 70
2018
Q4 		$2.23M Buy
+28,869
New +$2.1M 1.53% 20

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MinichMacGregor Wealth Management's EFG Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2019, closing a stake of 28,869 shares — an estimated $2.23M sold.

MinichMacGregor Wealth Management first reported a position in EFG in Q4 2018 and held it in 1 quarter. The position peaked at $2.23M in Q4 2018. 311 funds tracked by Wall St. Rank hold EFG as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 28,869 iShares MSCI EAFE Growth ETF shares in Q1 2019, an estimated $2.23M.
  • MinichMacGregor Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.23M in Q4 2018.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.