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Stifel Nicolaus & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.13M Buy
16,646
+300
+2% +$19.7K 0.02% 625
2013
Q2 		$1.01M Buy
+16,346
New +$1.06M 0.02% 622

Other funds holding EFG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Stifel Nicolaus & Co's EFG Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.8% in Q3 2013, buying an estimated $19.7K and bringing the position to 16,646 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #625.

Stifel Nicolaus & Co first reported a position in EFG in Q2 2013 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold EFG as of Q3 2013.

  • Stifel Nicolaus & Co held 16,646 shares of iShares MSCI EAFE Growth ETF worth $1.13M as of Q3 2013.
  • Stifel Nicolaus & Co bought 300 iShares MSCI EAFE Growth ETF shares in Q3 2013, an estimated $19.7K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #625 holding.
  • Stifel Nicolaus & Co first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.