RFG Holdings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RFG Holdings’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
2021 Q1	–	Sell	-2,757	Closed	-$278K	–	33
2020 Q4	$278K	Buy	+2,757	New	+$261K	0.18%	23

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RFG Holdings's EFG Position: Q1 2021 in Review

RFG Holdings sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2021, closing a stake of 2,757 shares — an estimated $278K sold.

RFG Holdings first reported a position in EFG in Q4 2020 and held it in 1 quarter. The position peaked at $278K in Q4 2020. 613 funds tracked by Wall St. Rank hold EFG as of Q1 2021.

RFG Holdings reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2021 after selling out during the quarter.
RFG Holdings sold 2,757 iShares MSCI EAFE Growth ETF shares in Q1 2021, an estimated $278K.
RFG Holdings first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 1 quarter.
RFG Holdings's iShares MSCI EAFE Growth ETF position peaked at $278K in Q4 2020.
613 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2021.

Based on RFG Holdings's 13F filing for Q1 2021, filed 13 Apr 2021.