Stearns Financial Services Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stearns Financial Services 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 Q3	$112K	Buy	1,244 +82	+7%	+$7.27K	0.02%	153
2020 Q2	$97K	Hold	1,162	–	–	0.02%	147
2020 Q1	$83K	Sell	1,162 -16,174	-93%	-$1.31M	0.01%	146
2019 Q4	$1.5M	Buy	17,336 +78	+0.5%	+$6.51K	0.25%	44
2019 Q3	$1.39M	Buy	17,258 +1	+0%	+$80	0.25%	47
2019 Q2	$1.39M	Sell	17,257 -3,370	-16%	-$266K	0.25%	43
2019 Q1	$1.6M	Sell	20,627 -968	-4%	-$71.8K	0.3%	40
2018 Q4	$1.49M	Buy	+21,595	New	+$1.57M	0.31%	40

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stearns Financial Services Group's EFG Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.1% in Q3 2020, buying an estimated $7.27K and bringing the position to 1,244 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #153.

Stearns Financial Services Group first reported a position in EFG in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2019. 484 funds tracked by Wall St. Rank hold EFG as of Q3 2020.

Stearns Financial Services Group held 1,244 shares of iShares MSCI EAFE Growth ETF worth $112K as of Q3 2020.
Stearns Financial Services Group bought 82 iShares MSCI EAFE Growth ETF shares in Q3 2020, an estimated $7.27K.
iShares MSCI EAFE Growth ETF made up 0.02% of Stearns Financial Services Group's portfolio in Q3 2020, its #153 holding.
Stearns Financial Services Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 8 quarters since.
Stearns Financial Services Group's iShares MSCI EAFE Growth ETF position peaked at $1.6M in Q1 2019.
484 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.