SI
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SII Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-5,006
Closed -$387K – 454
2017
Q3 		$387K Buy
+5,006
New +$379K 0.02% 423

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

SII Investments's EFG Position: Q4 2017 in Review

SII Investments sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2017, closing a stake of 5,006 shares — an estimated $387K sold.

SII Investments first reported a position in EFG in Q3 2017 and held it in 1 quarter. The position peaked at $387K in Q3 2017. 266 funds tracked by Wall St. Rank hold EFG as of Q4 2017.

  • SII Investments reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 5,006 iShares MSCI EAFE Growth ETF shares in Q4 2017, an estimated $387K.
  • SII Investments first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and held it in 1 quarter.
  • SII Investments's iShares MSCI EAFE Growth ETF position peaked at $387K in Q3 2017.
  • 266 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.