Wealthspire Advisors (Maryland)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-1,283	Closed	-$99K	–	892
2019 Q1	$99K	Hold	1,283	–	–	0.01%	642
2018 Q4	$89K	Hold	1,283	–	–	0.01%	641
2018 Q3	$103K	Hold	1,283	–	–	0.01%	675
2018 Q2	$101K	Hold	1,283	–	–	0.01%	702
2018 Q1	$103K	Hold	1,283	–	–	0.01%	699
2017 Q4	$104K	Buy	1,283 +799	+165%	+$63.3K	0.01%	699
2017 Q3	$37K	Hold	484	–	–	﹤0.01%	1078
2017 Q2	$36K	Hold	484	–	–	﹤0.01%	1059
2017 Q1	$34K	Hold	484	–	–	﹤0.01%	916
2016 Q4	$31K	Hold	484	–	–	﹤0.01%	899
2016 Q3	$33K	Hold	484	–	–	0.01%	894
2016 Q2	$32K	Sell	484 -752	-61%	-$49.7K	0.01%	839
2016 Q1	$81K	Hold	1,236	–	–	0.01%	577
2015 Q4	$83K	Buy	+1,236	New	+$83.7K	0.02%	573

Other funds holding EFG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2019, closing a stake of 1,283 shares — an estimated $99K sold.

Wealthspire Advisors (Maryland) first reported a position in EFG in Q4 2015 and held it in 14 quarters. The position peaked at $104K in Q4 2017. 305 funds tracked by Wall St. Rank hold EFG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,283 iShares MSCI EAFE Growth ETF shares in Q2 2019, an estimated $99K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI EAFE Growth ETF position peaked at $104K in Q4 2017.
305 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.