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

Stralem & 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
2020
Q2 		$44K Sell
529
-311
-37% -$24.3K 0.03% 56
2020
Q1 		$60K Buy
+840
New +$68K 0.04% 49

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stralem & Co's EFG Position: Q2 2020 in Review

Stralem & Co reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 37% in Q2 2020, selling an estimated $24.3K and leaving 529 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #56.

Stralem & Co first reported a position in EFG in Q1 2020 and has held it in 2 quarters since. The position peaked at $60K in Q1 2020. 445 funds tracked by Wall St. Rank hold EFG as of Q2 2020.

  • Stralem & Co held 529 shares of iShares MSCI EAFE Growth ETF worth $44K as of Q2 2020.
  • Stralem & Co sold 311 iShares MSCI EAFE Growth ETF shares in Q2 2020, an estimated $24.3K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Stralem & Co's portfolio in Q2 2020, its #56 holding.
  • Stralem & Co first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 2 quarters since.
  • Stralem & Co's iShares MSCI EAFE Growth ETF position peaked at $60K in Q1 2020.
  • 445 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.