Smart Money Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Smart Money 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 Q4	–	Sell	-31,729	Closed	-$2.85M	–	64
2020 Q3	$2.85M	Buy	31,729 +4,559	+17%	+$404K	1.23%	33
2020 Q2	$2.26M	Buy	+27,170	New	+$2.12M	1.33%	24
2019 Q1	–	Sell	-49,841	Closed	-$3.44M	–	67
2018 Q4	$3.44M	Buy	49,841 +5,912	+13%	+$431K	3.57%	5
2018 Q3	$3.52M	Buy	43,929 +844	+2%	+$67.3K	3.19%	7
2018 Q2	$3.4M	Buy	43,085 +2,513	+6%	+$204K	3.04%	10
2018 Q1	$3.26M	Buy	+40,572	New	+$3.31M	3.32%	8

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Smart Money Group's EFG Position: Q4 2020 in Review

Smart Money Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2020, closing a stake of 31,729 shares — an estimated $2.85M sold.

Smart Money Group first reported a position in EFG in Q1 2018 and held it in 6 quarters. The position peaked at $3.52M in Q3 2018. 581 funds tracked by Wall St. Rank hold EFG as of Q4 2020.

Smart Money Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 31,729 iShares MSCI EAFE Growth ETF shares in Q4 2020, an estimated $2.85M.
Smart Money Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and held it in 6 quarters.
Smart Money Group's iShares MSCI EAFE Growth ETF position peaked at $3.52M in Q3 2018.
581 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.