PPA
EFG icon

Parametric Portfolio Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$1.61M Buy
16,696
+565
+4% +$55.6K ﹤0.01% 2538
2021
Q4 		$1.78M Buy
16,131
+1,695
+12% +$186K ﹤0.01% 2505
2021
Q3 		$1.54M Buy
+14,436
New +$1.59M ﹤0.01% 2582
2020
Q2 		– Sell
-7,116
Closed -$506K – 3943
2020
Q1 		$506K Buy
+7,116
New +$576K ﹤0.01% 3153
2016
Q3 		– Sell
-7,231
Closed -$473K – 3775
2016
Q2 		$473K Hold
7,231
– – ﹤0.01% 3227
2016
Q1 		$476K Hold
7,231
– – ﹤0.01% 3360
2015
Q4 		$485K Buy
+7,231
New +$490K ﹤0.01% 3274

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return