RIG
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RiverFront Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RiverFront Investment Group’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
2023
Q1 		– Sell
-2,578
Closed -$216K – 105
2022
Q4 		$216K Sell
2,578
-10,037
-80% -$811K 0.05% 99
2022
Q3 		$915K Hold
12,615
– – 0.03% 67
2022
Q2 		$1.01M Sell
12,615
-49,696
-80% -$4.32M 0.04% 71
2022
Q1 		$6M Sell
62,311
-234,477
-79% -$23.1M 0.19% 59
2021
Q4 		$32.7M Sell
296,788
-55,731
-16% -$6.1M 1.02% 21
2021
Q3 		$37.5M Sell
352,519
-481,234
-58% -$53M 1.25% 21
2021
Q2 		$89.4M Sell
833,753
-6,722
-0.8% -$714K 1.8% 15
2021
Q1 		$84.4M Sell
840,475
-323,635
-28% -$32.9M 1.78% 15
2020
Q4 		$117M Sell
1,164,110
-85,199
-7% -$8.06M 2.58% 11
2020
Q3 		$112M Sell
1,249,309
-36,451
-3% -$3.23M 2.65% 12
2020
Q2 		$107M Sell
1,285,760
-7,054
-0.5% -$551K 2.61% 12
2020
Q1 		$82.4M Sell
1,292,814
-244,639
-16% -$19.8M 3.2% 9
2019
Q4 		$133M Sell
1,537,453
-102,061
-6% -$8.52M 3.21% 10
2019
Q3 		$132M Sell
1,639,514
-52,335
-3% -$4.19M 3.26% 8
2019
Q2 		$137M Sell
1,691,849
-54,746
-3% -$4.32M 3.43% 8
2019
Q1 		$135M Sell
1,746,595
-40,598
-2% -$3.01M 3.35% 8
2018
Q4 		$123M Sell
1,787,193
-105,450
-6% -$7.68M 3.35% 9
2018
Q3 		$152M Buy
1,892,643
+293,146
+18% +$23.4M 3.58% 8
2018
Q2 		$127M Sell
1,599,497
-5,025
-0.3% -$407K 3.12% 11
2018
Q1 		$129M Sell
1,604,522
-1,167,149
-42% -$95.3M 3.01% 11
2017
Q4 		$224M Buy
2,771,671
+29,211
+1% +$2.32M 5.33% 6
2017
Q3 		$212M Buy
2,742,460
+16,847
+0.6% +$1.28M 5.16% 8
2017
Q2 		$202M Buy
2,725,613
+38,377
+1% +$2.8M 5.16% 8
2017
Q1 		$187M Buy
2,687,236
+552,123
+26% +$37M 5.06% 5
2016
Q4 		$136M Sell
2,135,113
-190,033
-8% -$12.3M 3.83% 9
2016
Q3 		$159M Sell
2,325,146
-99,129
-4% -$6.69M 4.24% 6
2016
Q2 		$159M Sell
2,424,275
-138,703
-5% -$9.17M 4.21% 10
2016
Q1 		$169M Sell
2,562,978
-163,356
-6% -$10.3M 4.55% 6
2015
Q4 		$183M Buy
+2,726,334
New +$185M 5.3% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RiverFront Investment Group's EFG Position: Q1 2023 in Review

RiverFront Investment Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2023, closing a stake of 2,578 shares — an estimated $216K sold.

RiverFront Investment Group first reported a position in EFG in Q4 2015 and held it in 29 quarters. The position peaked at $224M in Q4 2017. 755 funds tracked by Wall St. Rank hold EFG as of Q1 2023.

  • RiverFront Investment Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2023 after selling out during the quarter.
  • RiverFront Investment Group sold 2,578 iShares MSCI EAFE Growth ETF shares in Q1 2023, an estimated $216K.
  • RiverFront Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and held it in 29 quarters.
  • RiverFront Investment Group's iShares MSCI EAFE Growth ETF position peaked at $224M in Q4 2017.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2023.

Based on RiverFront Investment Group's 13F filing for Q1 2023, filed 15 May 2023.