RFC
EFG icon

Regions Financial Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Regions Financial Corp’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
2024
Q4 		– Sell
-2,161
Closed -$233K – 828
2024
Q3 		$233K Buy
+2,161
New +$224K ﹤0.01% 773
2022
Q1 		– Sell
-2,124
Closed -$234K – 920
2021
Q4 		$234K Hold
2,124
– – ﹤0.01% 843
2021
Q3 		$226K Sell
2,124
-329
-13% -$36.2K ﹤0.01% 826
2021
Q2 		$263K Hold
2,453
– – ﹤0.01% 796
2021
Q1 		$246K Buy
+2,453
New +$249K ﹤0.01% 763
2020
Q4 		– Sell
-2,577
Closed -$232K – 842
2020
Q3 		$232K Buy
+2,577
New +$228K ﹤0.01% 705
2020
Q1 		– Sell
-3,247
Closed -$281K – 829
2019
Q4 		$281K Buy
3,247
+303
+10% +$25.3K ﹤0.01% 689
2019
Q3 		$237K Sell
2,944
-555
-16% -$44.4K ﹤0.01% 721
2019
Q2 		$283K Sell
3,499
-539
-13% -$42.5K ﹤0.01% 674
2019
Q1 		$312K Buy
4,038
+100
+3% +$7.42K ﹤0.01% 651
2018
Q4 		$272K Buy
3,938
+150
+4% +$10.9K ﹤0.01% 669
2018
Q3 		$303K Buy
3,788
+621
+20% +$49.5K ﹤0.01% 705
2018
Q2 		$250K Buy
3,167
+220
+7% +$17.8K ﹤0.01% 754
2018
Q1 		$237K Sell
2,947
-301
-9% -$24.6K ﹤0.01% 784
2017
Q4 		$262K Sell
3,248
-14
-0.4% -$1.11K ﹤0.01% 769
2017
Q3 		$252K Hold
3,262
– – ﹤0.01% 788
2017
Q2 		$241K Sell
3,262
-1,003
-24% -$73.3K ﹤0.01% 813
2017
Q1 		$297K Buy
4,265
+121
+3% +$8.11K ﹤0.01% 762
2016
Q4 		$264K Buy
4,144
+857
+26% +$55.4K ﹤0.01% 782
2016
Q3 		$225K Buy
+3,287
New +$222K ﹤0.01% 831
2016
Q2 		– Sell
-4,225
Closed -$278K – 869
2016
Q1 		$278K Buy
+4,225
New +$267K ﹤0.01% 768

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Regions Financial Corp's EFG Position: Q4 2024 in Review

Regions Financial Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 2,161 shares — an estimated $233K sold.

Regions Financial Corp first reported a position in EFG in Q1 2016 and held it in 21 quarters. The position peaked at $312K in Q1 2019. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Regions Financial Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Regions Financial Corp sold 2,161 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $233K.
  • Regions Financial Corp first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and held it in 21 quarters.
  • Regions Financial Corp's iShares MSCI EAFE Growth ETF position peaked at $312K in Q1 2019.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Regions Financial Corp's 13F filing for Q4 2024, filed 14 Feb 2025.