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Winslow Evans & Crocker’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Winslow Evans & Crocker’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
-800
Closed -$55.9K – 1303
2015
Q2 		$55.9K Hold
800
– – 0.02% 527
2015
Q1 		$56.1K Hold
800
– – 0.02% 526
2014
Q4 		$52.6K Hold
800
– – 0.02% 528
2014
Q3 		$54.5K Hold
800
– – 0.02% 537
2014
Q2 		$58K Hold
800
– – 0.02% 467
2014
Q1 		$56.8K Hold
800
– – 0.02% 464
2013
Q4 		$57K Buy
+800
New +$55.5K 0.02% 492

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's EFG Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2015, closing a stake of 800 shares — an estimated $55.9K sold.

Winslow Evans & Crocker first reported a position in EFG in Q4 2013 and held it in 7 quarters. The position peaked at $58K in Q2 2014. 167 funds tracked by Wall St. Rank hold EFG as of Q3 2015.

  • Winslow Evans & Crocker reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 800 iShares MSCI EAFE Growth ETF shares in Q3 2015, an estimated $55.9K.
  • Winslow Evans & Crocker first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and held it in 7 quarters.
  • Winslow Evans & Crocker's iShares MSCI EAFE Growth ETF position peaked at $58K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.