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

Wealth Architects’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
2015
Q3 		– Sell
-11,082
Closed -$774K – 126
2015
Q2 		$774K Buy
+11,082
New +$805K 0.42% 34

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Architects's EFG Position: Q3 2015 in Review

Wealth Architects sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2015, closing a stake of 11,082 shares — an estimated $774K sold.

Wealth Architects first reported a position in EFG in Q2 2015 and held it in 1 quarter. The position peaked at $774K in Q2 2015. 167 funds tracked by Wall St. Rank hold EFG as of Q3 2015.

  • Wealth Architects reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Wealth Architects sold 11,082 iShares MSCI EAFE Growth ETF shares in Q3 2015, an estimated $774K.
  • Wealth Architects first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and held it in 1 quarter.
  • Wealth Architects's iShares MSCI EAFE Growth ETF position peaked at $774K in Q2 2015.
  • 167 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2015.

Based on Wealth Architects's 13F filing for Q3 2015, filed 10 Nov 2015.