Squar Milner Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-9,685	Closed	-$805K	–	55
2020 Q2	$805K	Sell	9,685 -130	-1%	-$10.2K	0.46%	54
2020 Q1	$697K	Sell	9,815 -3,397	-26%	-$275K	0.42%	46
2019 Q4	$1.14M	Buy	13,212 +3,643	+38%	+$304K	0.57%	23
2019 Q3	$860K	Sell	9,569 -3,194	-25%	-$255K	0.44%	61
2019 Q2	$1.03M	Sell	12,763 -824	-6%	-$65K	0.69%	22
2019 Q1	$1.05M	Sell	13,587 -98	-0.7%	-$7.27K	0.78%	22
2018 Q4	$945K	Sell	13,685 -3,879	-22%	-$283K	0.91%	20
2018 Q3	$1.41M	Buy	17,564 +2,843	+19%	+$227K	1.27%	14
2018 Q2	$1.16M	Buy	14,721 +8,776	+148%	+$711K	1.02%	16
2018 Q1	$478K	Buy	+5,945	New	+$485K	0.6%	47

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

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

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

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

PAS

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

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

Squar Milner Financial Services's EFG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2020, closing a stake of 9,685 shares — an estimated $805K sold.

Squar Milner Financial Services first reported a position in EFG in Q1 2018 and held it in 10 quarters. The position peaked at $1.41M in Q3 2018. 485 funds tracked by Wall St. Rank hold EFG as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,685 iShares MSCI EAFE Growth ETF shares in Q3 2020, an estimated $805K.
Squar Milner Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and held it in 10 quarters.
Squar Milner Financial Services's iShares MSCI EAFE Growth ETF position peaked at $1.41M in Q3 2018.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.