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Truvestments Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Truvestments Capital’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
2019
Q4 		– Sell
-485
Closed -$39K – 276
2019
Q3 		$39K Hold
485
– – 0.03% 299
2019
Q2 		$39K Hold
485
– – 0.03% 315
2019
Q1 		$38K Buy
+485
New +$36K 0.03% 315
2018
Q3 		$39K Buy
+485
New +$38.7K 0.02% 425

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truvestments Capital's EFG Position: Q4 2019 in Review

Truvestments Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2019, closing a stake of 485 shares — an estimated $39K sold.

Truvestments Capital first reported a position in EFG in Q3 2018 and held it in 4 quarters. The position peaked at $39K in Q3 2019. 362 funds tracked by Wall St. Rank hold EFG as of Q4 2019.

  • Truvestments Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Truvestments Capital sold 485 iShares MSCI EAFE Growth ETF shares in Q4 2019, an estimated $39K.
  • Truvestments Capital first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 4 quarters.
  • Truvestments Capital's iShares MSCI EAFE Growth ETF position peaked at $39K in Q3 2019.
  • 362 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.