NNP
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Nachman Norwood & Parrott’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Nachman Norwood & Parrott’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
-503
Closed -$45K – 478
2020
Q3 		$45K Buy
+503
New +$44.6K 0.01% 466

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

Nachman Norwood & Parrott's EFG Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2020, closing a stake of 503 shares — an estimated $45K sold.

Nachman Norwood & Parrott first reported a position in EFG in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 503 iShares MSCI EAFE Growth ETF shares in Q4 2020, an estimated $45K.
  • Nachman Norwood & Parrott first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares MSCI EAFE Growth ETF position peaked at $45K in Q3 2020.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.