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Starfire Investment Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Starfire Investment Advisers’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
Q2 		$1.91M Buy
22,978
+20
+0.1% +$1.56K 0.91% 29
2020
Q1 		$1.63M Hold
22,958
– – 0.9% 28
2019
Q4 		$1.99M Buy
22,958
+219
+1% +$18.3K 0.76% 35
2019
Q3 		$1.83M Sell
22,739
-395
-2% -$31.6K 0.75% 35
2019
Q2 		$1.87M Buy
23,134
+40
+0.2% +$3.16K 0.84% 33
2019
Q1 		$1.79M Sell
23,094
-190
-0.8% -$14.1K 0.82% 33
2018
Q4 		$1.61M Buy
23,284
+1,881
+9% +$137K 0.87% 31
2018
Q3 		$1.71M Sell
21,403
-1,620
-7% -$129K 0.85% 27
2018
Q2 		$1.81M Buy
23,023
+186
+0.8% +$15.1K 0.92% 29
2018
Q1 		$1.83M Buy
+22,837
New +$1.86M 0.96% 29
2017
Q4 		– Sell
-22,949
Closed -$1.78M – 169
2017
Q3 		$1.78M Hold
22,949
– – 1.08% 25
2017
Q2 		$1.7M Buy
22,949
+165
+0.7% +$12.1K 0.99% 27
2017
Q1 		$1.59M Sell
22,784
-605
-3% -$40.5K 0.86% 31
2016
Q4 		$1.49M Buy
23,389
+472
+2% +$30.5K 0.85% 32
2016
Q3 		$1.57M Buy
22,917
+2,100
+10% +$142K 0.93% 29
2016
Q2 		$1.36M Buy
20,817
+1,149
+6% +$76K 0.94% 30
2016
Q1 		$1.29M Buy
19,668
+1,415
+8% +$89.5K 0.85% 32
2015
Q4 		$1.23M Buy
18,253
+3,960
+28% +$268K 0.84% 31
2015
Q3 		$912K Sell
14,293
-175
-1% -$11.9K 0.67% 39
2015
Q2 		$1.01M Sell
14,468
-315
-2% -$22.9K 0.67% 39
2015
Q1 		$1.04M Buy
+14,783
New +$1.01M 0.68% 38

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Starfire Investment Advisers's EFG Position: Q2 2020 in Review

Starfire Investment Advisers increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.09% in Q2 2020, buying an estimated $1.56K and bringing the position to 22,978 shares worth $1.91M. The position accounts for 0.91% of the portfolio, ranked #29.

Starfire Investment Advisers first reported a position in EFG in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.99M in Q4 2019. 445 funds tracked by Wall St. Rank hold EFG as of Q2 2020.

  • Starfire Investment Advisers held 22,978 shares of iShares MSCI EAFE Growth ETF worth $1.91M as of Q2 2020.
  • Starfire Investment Advisers bought 20 iShares MSCI EAFE Growth ETF shares in Q2 2020, an estimated $1.56K.
  • iShares MSCI EAFE Growth ETF made up 0.91% of Starfire Investment Advisers's portfolio in Q2 2020, its #29 holding.
  • Starfire Investment Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares MSCI EAFE Growth ETF position peaked at $1.99M in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.