Watson Rebecca’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Watson Rebecca’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	-50	Closed	-$4K	–	160
2020 Q2	$4K	Buy	+50	New	+$3.9K	﹤0.01%	311

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Watson Rebecca's EFG Position: Q3 2020 in Review

Watson Rebecca sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2020, closing a stake of 50 shares — an estimated $4K sold.

Watson Rebecca first reported a position in EFG in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 485 funds tracked by Wall St. Rank hold EFG as of Q3 2020.

Watson Rebecca reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2020 after selling out during the quarter.
Watson Rebecca sold 50 iShares MSCI EAFE Growth ETF shares in Q3 2020, an estimated $4K.
Watson Rebecca first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 1 quarter.
Watson Rebecca's iShares MSCI EAFE Growth ETF position peaked at $4K in Q2 2020.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.