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Peak Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Peak Capital Management’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
2018
Q3 		– Sell
-544
Closed -$43K – 94
2018
Q2 		$43K Buy
+544
New +$44.1K 0.03% 89

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Peak Capital Management's EFG Position: Q3 2018 in Review

Peak Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2018, closing a stake of 544 shares — an estimated $43K sold.

Peak Capital Management first reported a position in EFG in Q2 2018 and held it in 1 quarter. The position peaked at $43K in Q2 2018. 297 funds tracked by Wall St. Rank hold EFG as of Q3 2018.

  • Peak Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 544 iShares MSCI EAFE Growth ETF shares in Q3 2018, an estimated $43K.
  • Peak Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 1 quarter.
  • Peak Capital Management's iShares MSCI EAFE Growth ETF position peaked at $43K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.