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Tiedemann Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tiedemann Advisors’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
2018
Q4 		– Sell
-2,559
Closed -$205K – 431
2018
Q3 		$205K Hold
2,559
– – 0.01% 297
2018
Q2 		$202K Buy
+2,559
New +$207K 0.01% 286

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors's EFG Position: Q4 2018 in Review

Tiedemann Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2018, closing a stake of 2,559 shares — an estimated $205K sold.

Tiedemann Advisors first reported a position in EFG in Q2 2018 and held it in 2 quarters. The position peaked at $205K in Q3 2018. 303 funds tracked by Wall St. Rank hold EFG as of Q4 2018.

  • Tiedemann Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Tiedemann Advisors sold 2,559 iShares MSCI EAFE Growth ETF shares in Q4 2018, an estimated $205K.
  • Tiedemann Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 2 quarters.
  • Tiedemann Advisors's iShares MSCI EAFE Growth ETF position peaked at $205K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2018.

Based on Tiedemann Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.