OTA Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

OTA Financial Group’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
2014 Q1	$3.09M	Buy	+43,500	New	+$3.04M	2.94%	7

Other funds holding EFG

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

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OTA Financial Group's EFG Position: Q1 2014 in Review

OTA Financial Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2014: 43,500 shares worth $3.09M. The stake represents 2.94% of the portfolio and ranks #7 among its holdings.

147 funds tracked by Wall St. Rank hold EFG as of Q1 2014.

OTA Financial Group held 43,500 shares of iShares MSCI EAFE Growth ETF worth $3.09M as of Q1 2014.
iShares MSCI EAFE Growth ETF was a new OTA Financial Group position in Q1 2014.
iShares MSCI EAFE Growth ETF made up 2.94% of OTA Financial Group's portfolio in Q1 2014, its #7 holding.
147 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.