VWA
EFG icon

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

V Wealth 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
2020
Q3 		– Sell
-5,369
Closed -$447K – 211
2020
Q2 		$447K Buy
5,369
+2,519
+88% +$197K 0.12% 200
2020
Q1 		$203K Buy
+2,850
New +$231K 0.06% 290

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

V Wealth Advisors's EFG Position: Q3 2020 in Review

V Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2020, closing a stake of 5,369 shares — an estimated $447K sold.

V Wealth Advisors first reported a position in EFG in Q1 2020 and held it in 2 quarters. The position peaked at $447K in Q2 2020. 484 funds tracked by Wall St. Rank hold EFG as of Q3 2020.

  • V Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 5,369 iShares MSCI EAFE Growth ETF shares in Q3 2020, an estimated $447K.
  • V Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and held it in 2 quarters.
  • V Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $447K in Q2 2020.
  • 484 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.