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Smith & Howard Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-210
Closed -$15K – 90
2013
Q4 		$15K Hold
210
– – 0.01% 188
2013
Q3 		$14K Buy
+210
New +$13.8K 0.01% 184

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Smith & Howard Wealth Management's EFG Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2014, closing a stake of 210 shares — an estimated $15K sold.

Smith & Howard Wealth Management first reported a position in EFG in Q3 2013 and held it in 2 quarters. The position peaked at $15K in Q4 2013. 147 funds tracked by Wall St. Rank hold EFG as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 210 iShares MSCI EAFE Growth ETF shares in Q1 2014, an estimated $15K.
  • Smith & Howard Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $15K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.