PSUF
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People's United Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

People's United Financial’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 		$63.4M Sell
658,746
-46,881
-7% -$4.61M 1.81% 7
2021
Q4 		$77.8M Sell
705,627
-162,715
-19% -$17.8M 1.87% 6
2021
Q3 		$92.5M Sell
868,342
-9,570
-1% -$1.05M 2.06% 5
2021
Q2 		$94.2M Buy
877,912
+10,390
+1% +$1.1M 2.11% 5
2021
Q1 		$87.2M Sell
867,522
-5,928
-0.7% -$603K 2.08% 5
2020
Q4 		$88.1M Sell
873,450
-11,814
-1% -$1.12M 2.18% 6
2020
Q3 		$79.6M Sell
885,264
-80,761
-8% -$7.16M 2.21% 5
2020
Q2 		$80.3M Buy
966,025
+3,270
+0.3% +$255K 2.34% 5
2020
Q1 		$68.5M Buy
962,755
+337,559
+54% +$27.3M 2.37% 4
2019
Q4 		$54.1M Sell
625,196
-485,818
-44% -$40.5M 1.48% 11
2019
Q3 		$89.4M Buy
1,111,014
+257,274
+30% +$20.6M 2.54% 4
2019
Q2 		$69M Buy
853,740
+841,025
+6,614% +$66.4M 1.89% 7
2019
Q1 		$985K Buy
12,715
+288
+2% +$21.4K 0.03% 391
2018
Q4 		$858K Buy
12,427
+2,964
+31% +$216K 0.03% 389
2018
Q3 		$744K Buy
9,463
+4,119
+77% +$328K 0.02% 419
2018
Q2 		$421K Sell
5,344
-25
-0.5% -$2.03K 0.01% 623
2018
Q1 		$431K Sell
5,369
-1,207
-18% -$98.6K 0.01% 538
2017
Q4 		$531K Buy
+6,576
New +$521K 0.02% 510

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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

People's United Financial's EFG Position: Q1 2022 in Review

People's United Financial reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.6% in Q1 2022, selling an estimated $4.61M and leaving 658,746 shares worth $63.4M. The position accounts for 1.81% of the portfolio, ranked #7.

People's United Financial first reported a position in EFG in Q4 2017 and has held it in 18 quarters since. The position peaked at $94.2M in Q2 2021. 718 funds tracked by Wall St. Rank hold EFG as of Q1 2022.

  • People's United Financial held 658,746 shares of iShares MSCI EAFE Growth ETF worth $63.4M as of Q1 2022.
  • People's United Financial sold 46,881 iShares MSCI EAFE Growth ETF shares in Q1 2022, an estimated $4.61M.
  • iShares MSCI EAFE Growth ETF made up 1.81% of People's United Financial's portfolio in Q1 2022, its #7 holding.
  • People's United Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 18 quarters since.
  • People's United Financial's iShares MSCI EAFE Growth ETF position peaked at $94.2M in Q2 2021.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.