Truepoint Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-2,745	Closed	-$237K	–	59
2019 Q4	$237K	Hold	2,745	–	–	0.02%	109
2019 Q3	$221K	Hold	2,745	–	–	0.02%	102
2019 Q2	$222K	Hold	2,745	–	–	0.02%	112
2019 Q1	$213K	Sell	2,745 -1,978	-42%	-$147K	0.02%	104
2018 Q4	$326K	Buy	4,723 +1,000	+27%	+$72.9K	0.03%	79
2018 Q3	$298K	Hold	3,723	–	–	0.03%	83
2018 Q2	$293K	Buy	3,723 +3,424	+1,145%	+$277K	0.03%	81
2018 Q1	$3.72K	Sell	299 -3,960	-93%	-$323K	0.03%	65
2017 Q4	$344K	Hold	4,259	–	–	0.03%	67
2017 Q3	$330K	Hold	4,259	–	–	0.03%	72
2017 Q2	$323K	Sell	4,259 -48	-1%	-$3.51K	0.03%	76
2017 Q1	$299K	Hold	4,307	–	–	0.03%	75
2016 Q4	$286K	Hold	4,307	–	–	0.03%	71
2016 Q3	$294K	Sell	4,307 -47	-1%	-$3.17K	0.04%	60
2016 Q2	$285K	Hold	4,354	–	–	0.04%	62
2016 Q1	$287K	Sell	4,354 -6,004	-58%	-$380K	0.04%	60
2015 Q4	$695K	Buy	10,358 +358	+4%	+$24.2K	0.1%	27
2015 Q3	$638K	Buy	+10,000	New	+$681K	0.1%	29

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Truepoint Inc's EFG Position: Q1 2020 in Review

Truepoint Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2020, closing a stake of 2,745 shares — an estimated $237K sold.

Truepoint Inc first reported a position in EFG in Q3 2015 and held it in 18 quarters. The position peaked at $695K in Q4 2015. 343 funds tracked by Wall St. Rank hold EFG as of Q1 2020.

Truepoint Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2020 after selling out during the quarter.
Truepoint Inc sold 2,745 iShares MSCI EAFE Growth ETF shares in Q1 2020, an estimated $237K.
Truepoint Inc first reported a position in iShares MSCI EAFE Growth ETF in Q3 2015 and held it in 18 quarters.
Truepoint Inc's iShares MSCI EAFE Growth ETF position peaked at $695K in Q4 2015.
343 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.