San Francisco Sentry Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

San Francisco Sentry Investment Group’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 Q1	–	Sell	-90	Closed	-$8K	–	905
2019 Q4	$8K	Hold	90	–	–	﹤0.01%	586
2019 Q3	$7K	Hold	90	–	–	﹤0.01%	598
2019 Q2	$7K	Hold	90	–	–	﹤0.01%	592
2019 Q1	$7K	Hold	90	–	–	﹤0.01%	594
2018 Q4	$6K	Hold	90	–	–	﹤0.01%	612
2018 Q3	$7K	Hold	90	–	–	﹤0.01%	624
2018 Q2	$7K	Buy	+90	New	+$7.29K	﹤0.01%	588

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

San Francisco Sentry Investment Group's EFG Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 90 shares — an estimated $8K sold.

San Francisco Sentry Investment Group first reported a position in EFG in Q2 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 90 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $8K.
San Francisco Sentry Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 7 quarters.
San Francisco Sentry Investment Group's iShares MSCI EAFE Growth ETF position peaked at $8K in Q4 2019.
343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.