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Rowland Carmichael Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Rowland Carmichael 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
2020
Q4 		$2.5M Buy
24,723
+876
+4% +$82.9K 0.79% 26
2020
Q3 		$2.14M Buy
23,847
+1,011
+4% +$89.6K 0.84% 21
2020
Q2 		$1.9M Buy
+22,836
New +$1.78M 0.81% 23

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Rowland Carmichael Advisors's EFG Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q4 2020, buying an estimated $82.9K and bringing the position to 24,723 shares worth $2.5M. The position accounts for 0.79% of the portfolio, ranked #26.

Rowland Carmichael Advisors first reported a position in EFG in Q2 2020 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

  • Rowland Carmichael Advisors held 24,723 shares of iShares MSCI EAFE Growth ETF worth $2.5M as of Q4 2020.
  • Rowland Carmichael Advisors bought 876 iShares MSCI EAFE Growth ETF shares in Q4 2020, an estimated $82.9K.
  • iShares MSCI EAFE Growth ETF made up 0.79% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #26 holding.
  • Rowland Carmichael Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.