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

WFG 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
2017 Q2	$37K	Hold	500	–	–	0.01%	778
2017 Q1	$35K	Hold	500	–	–	0.01%	755
2016 Q4	$32K	Hold	500	–	–	0.01%	825
2016 Q3	$34K	Hold	500	–	–	0.01%	795
2016 Q2	$33K	Hold	500	–	–	0.01%	805
2016 Q1	$33K	Buy	+500	New	+$31.6K	0.01%	773
2015 Q1	–	Sell	-517	Closed	-$34K	–	1841
2014 Q4	$34K	Hold	517	–	–	0.01%	1029
2014 Q3	$35K	Hold	517	–	–	0.01%	1039
2014 Q2	$37K	Sell	517 -317	-38%	-$22.8K	0.01%	1026
2014 Q1	$59K	Sell	834 -3,749	-82%	-$262K	0.01%	842
2013 Q4	$328K	Sell	4,583 -256	-5%	-$17.7K	0.05%	406
2013 Q3	$330K	Buy	4,839 +100	+2%	+$6.57K	0.05%	370
2013 Q2	$293K	Buy	+4,739	New	+$306K	0.05%	370

Other funds holding EFG

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJA

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors's EFG Position: Q2 2017 in Review

WFG Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2017 at 500 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #778.

WFG Advisors first reported a position in EFG in Q2 2013 and has held it in 13 quarters since. The position peaked at $330K in Q3 2013. 230 funds tracked by Wall St. Rank hold EFG as of Q2 2017.

WFG Advisors held 500 shares of iShares MSCI EAFE Growth ETF worth $37K as of Q2 2017.
WFG Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2017.
iShares MSCI EAFE Growth ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #778 holding.
WFG Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's iShares MSCI EAFE Growth ETF position peaked at $330K in Q3 2013.
230 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.