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Wilmington Trust Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wilmington Trust Investment Management’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
2013
Q4 		– Sell
-33,720
Closed -$2.3M – 407
2013
Q3 		$2.3M Buy
+33,720
New +$2.21M 0.48% 29

Other funds holding EFG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.3% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilmington Trust Investment Management's EFG Position: Q4 2013 in Review

Wilmington Trust Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2013, closing a stake of 33,720 shares — an estimated $2.3M sold.

Wilmington Trust Investment Management first reported a position in EFG in Q3 2013 and held it in 1 quarter. The position peaked at $2.3M in Q3 2013. 144 funds tracked by Wall St. Rank hold EFG as of Q4 2013.

  • Wilmington Trust Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 33,720 iShares MSCI EAFE Growth ETF shares in Q4 2013, an estimated $2.3M.
  • Wilmington Trust Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and held it in 1 quarter.
  • Wilmington Trust Investment Management's iShares MSCI EAFE Growth ETF position peaked at $2.3M in Q3 2013.
  • 144 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2013.

Based on Wilmington Trust Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.