Robertson Stephens Advisors
EFG icon

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

Robertson Stephens 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
2017
Q3 		$2.03M Sell
78,804
-1,995
-2% -$50.4K 1.75% 18
2017
Q2 		$1.99M Buy
80,799
+8,370
+12% +$204K 1.79% 17
2017
Q1 		$1.68M Buy
72,429
+10,782
+17% +$241K 1.5% 19
2016
Q4 		$1.31M Buy
+61,647
New +$1.33M 0.75% 38

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Robertson Stephens Advisors's EFG Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q3 2017, selling an estimated $50.4K and leaving 78,804 shares worth $2.03M. The position accounts for 1.75% of the portfolio, ranked #18.

Robertson Stephens Advisors first reported a position in EFG in Q4 2016 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold EFG as of Q3 2017.

  • Robertson Stephens Advisors held 78,804 shares of iShares MSCI EAFE Growth ETF worth $2.03M as of Q3 2017.
  • Robertson Stephens Advisors sold 1,995 iShares MSCI EAFE Growth ETF shares in Q3 2017, an estimated $50.4K.
  • iShares MSCI EAFE Growth ETF made up 1.75% of Robertson Stephens Advisors's portfolio in Q3 2017, its #18 holding.
  • Robertson Stephens Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.