NEXT Financial Holdings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

NEXT Financial Holdings’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	$12K	Buy	+151	New	+$11.2K	﹤0.01%	1070

Other funds holding EFG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NEXT Financial Holdings's EFG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2019: 151 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings.

311 funds tracked by Wall St. Rank hold EFG as of Q1 2019.

NEXT Financial Holdings held 151 shares of iShares MSCI EAFE Growth ETF worth $12K as of Q1 2019.
iShares MSCI EAFE Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1070 holding.
311 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.