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

Ropes Wealth 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
2021 Q1	–	Sell	-176	Closed	-$18K	–	401
2020 Q4	$18K	Buy	+176	New	+$16.7K	﹤0.01%	496
2019 Q2	–	Sell	-124	Closed	-$10K	–	562
2019 Q1	$10K	Hold	124	–	–	﹤0.01%	450
2018 Q4	$9K	Hold	124	–	–	﹤0.01%	430
2018 Q3	$10K	Hold	124	–	–	﹤0.01%	459
2018 Q2	$10K	Hold	124	–	–	﹤0.01%	471
2018 Q1	$10K	Hold	124	–	–	﹤0.01%	456
2017 Q4	$10K	Buy	+124	New	+$9.83K	﹤0.01%	530

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

Ropes Wealth Advisors's EFG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2021, closing a stake of 176 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in EFG in Q4 2017 and held it in 7 quarters. The position peaked at $18K in Q4 2020. 613 funds tracked by Wall St. Rank hold EFG as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 176 iShares MSCI EAFE Growth ETF shares in Q1 2021, an estimated $18K.
Ropes Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and held it in 7 quarters.
Ropes Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $18K in Q4 2020.
613 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.