Rushmore Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Rushmore Investment 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
2013 Q2	$18M	Buy	+291,714	New	+$18.8M	3.67%	5

Other funds holding EFG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rushmore Investment Advisors's EFG Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2013: 291,714 shares worth $18M. The stake represents 3.67% of the portfolio and ranks #5 among its holdings.

118 funds tracked by Wall St. Rank hold EFG as of Q2 2013.

Rushmore Investment Advisors held 291,714 shares of iShares MSCI EAFE Growth ETF worth $18M as of Q2 2013.
iShares MSCI EAFE Growth ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares MSCI EAFE Growth ETF made up 3.67% of Rushmore Investment Advisors's portfolio in Q2 2013, its #5 holding.
118 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.