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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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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. 485 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.
  • 485 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.