MFW
EFG icon

Mosaic Family Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mosaic Family Wealth’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
-2,235
Closed -$201K – 154
2020
Q3 		$201K Buy
+2,235
New +$198K 0.08% 136

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

Mosaic Family Wealth's EFG Position: Q4 2020 in Review

Mosaic Family Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2020, closing a stake of 2,235 shares — an estimated $201K sold.

Mosaic Family Wealth first reported a position in EFG in Q3 2020 and held it in 1 quarter. The position peaked at $201K in Q3 2020. 581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

  • Mosaic Family Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,235 iShares MSCI EAFE Growth ETF shares in Q4 2020, an estimated $201K.
  • Mosaic Family Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 1 quarter.
  • Mosaic Family Wealth's iShares MSCI EAFE Growth ETF position peaked at $201K in Q3 2020.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on Mosaic Family Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.