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Reby Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Reby Advisors’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
Q4 		$75K Buy
+740
New +$70K 0.02% 175

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

Reby Advisors's EFG Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2020: 740 shares worth $75K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings.

581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

  • Reby Advisors held 740 shares of iShares MSCI EAFE Growth ETF worth $75K as of Q4 2020.
  • iShares MSCI EAFE Growth ETF was a new Reby Advisors position in Q4 2020.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Reby Advisors's portfolio in Q4 2020, its #175 holding.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.