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TBH Global Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TBH Global Asset Management’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 		– Sell
-4,630
Closed -$329K – 161
2020
Q1 		$329K Sell
4,630
-111
-2% -$8.99K 0.14% 110
2019
Q4 		$410K Buy
+4,741
New +$396K 0.12% 113

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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TBH Global Asset Management's EFG Position: Q2 2020 in Review

TBH Global Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2020, closing a stake of 4,630 shares — an estimated $329K sold.

TBH Global Asset Management first reported a position in EFG in Q4 2019 and held it in 2 quarters. The position peaked at $410K in Q4 2019. 445 funds tracked by Wall St. Rank hold EFG as of Q2 2020.

  • TBH Global Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2020 after selling out during the quarter.
  • TBH Global Asset Management sold 4,630 iShares MSCI EAFE Growth ETF shares in Q2 2020, an estimated $329K.
  • TBH Global Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 2 quarters.
  • TBH Global Asset Management's iShares MSCI EAFE Growth ETF position peaked at $410K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2020.

Based on TBH Global Asset Management's 13F filing for Q2 2020, filed 23 Jul 2020.