SFSG
EFG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return