Winch Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Winch Advisory Services’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
2018 Q3	–	Sell	-5,637	Closed	-$444K	–	331
2018 Q2	$444K	Sell	5,637 -4,890	-46%	-$396K	0.24%	62
2018 Q1	$846K	Sell	10,527 -4,430	-30%	-$362K	0.5%	47
2017 Q4	$1.21M	Buy	14,957 +4,061	+37%	+$322K	0.73%	43
2017 Q3	$843K	Buy	+10,896	New	+$826K	0.55%	44

Other funds holding EFG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Winch Advisory Services's EFG Position: Q3 2018 in Review

Winch Advisory Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2018, closing a stake of 5,637 shares — an estimated $444K sold.

Winch Advisory Services first reported a position in EFG in Q3 2017 and held it in 4 quarters. The position peaked at $1.21M in Q4 2017. 296 funds tracked by Wall St. Rank hold EFG as of Q3 2018.

Winch Advisory Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2018 after selling out during the quarter.
Winch Advisory Services sold 5,637 iShares MSCI EAFE Growth ETF shares in Q3 2018, an estimated $444K.
Winch Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and held it in 4 quarters.
Winch Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $1.21M in Q4 2017.
296 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2018.

Based on Winch Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.