TFO
EFG icon

Tarbox Family Office’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tarbox Family Office’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
2016
Q2 		– Sell
-640
Closed -$42K – 567
2016
Q1 		$42K Buy
+640
New +$40.5K 0.03% 121

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RIG
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Bank of America
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tarbox Family Office's EFG Position: Q2 2016 in Review

Tarbox Family Office sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2016, closing a stake of 640 shares — an estimated $42K sold.

Tarbox Family Office first reported a position in EFG in Q1 2016 and held it in 1 quarter. The position peaked at $42K in Q1 2016. 190 funds tracked by Wall St. Rank hold EFG as of Q2 2016.

  • Tarbox Family Office reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Tarbox Family Office sold 640 iShares MSCI EAFE Growth ETF shares in Q2 2016, an estimated $42K.
  • Tarbox Family Office first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and held it in 1 quarter.
  • Tarbox Family Office's iShares MSCI EAFE Growth ETF position peaked at $42K in Q1 2016.
  • 190 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2016.

Based on Tarbox Family Office's 13F filing for Q2 2016, filed 29 Jul 2016.