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Raab & Moskowitz Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-1,000
Closed -$86K – 237
2019
Q4 		$86K Buy
+1,000
New +$83.4K 0.03% 207
2018
Q4 		– Sell
-2,000
Closed -$160K – 247
2018
Q3 		$160K Buy
+2,000
New +$159K 0.07% 175

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Raab & Moskowitz Asset Management's EFG Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 1,000 shares — an estimated $86K sold.

Raab & Moskowitz Asset Management first reported a position in EFG in Q3 2018 and held it in 2 quarters. The position peaked at $160K in Q3 2018. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 1,000 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $86K.
  • Raab & Moskowitz Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's iShares MSCI EAFE Growth ETF position peaked at $160K in Q3 2018.
  • 343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.