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S&CO Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

S&CO Inc’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
2018
Q2 		– Sell
-3,322
Closed -$267K – 198
2018
Q1 		$267K Buy
+3,322
New +$271K 0.03% 184

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

S&CO Inc's EFG Position: Q2 2018 in Review

S&CO Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2018, closing a stake of 3,322 shares — an estimated $267K sold.

S&CO Inc first reported a position in EFG in Q1 2018 and held it in 1 quarter. The position peaked at $267K in Q1 2018. 288 funds tracked by Wall St. Rank hold EFG as of Q2 2018.

  • S&CO Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2018 after selling out during the quarter.
  • S&CO Inc sold 3,322 iShares MSCI EAFE Growth ETF shares in Q2 2018, an estimated $267K.
  • S&CO Inc first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and held it in 1 quarter.
  • S&CO Inc's iShares MSCI EAFE Growth ETF position peaked at $267K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2018.

Based on S&CO Inc's 13F filing for Q2 2018, filed 27 Jul 2018.