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Accurate Investment Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Accurate Investment Solutions’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,950
Closed -$291K – 366
2018
Q4 		$291K Buy
+4,950
New +$309K 0.26% 42
2018
Q3 		– Sell
-138
Closed -$9K – 411
2018
Q2 		$9K Hold
138
– – 0.01% 278
2018
Q1 		$10K Buy
+138
New +$9.84K 0.01% 252
2017
Q3 		– Sell
-2,506
Closed -$165K – 501
2017
Q2 		$165K Buy
+2,506
New +$162K 0.14% 67
2016
Q4 		– Sell
-29
Closed -$2K – 313
2016
Q3 		$2K Hold
29
– – ﹤0.01% 255
2016
Q2 		$2K Buy
+29
New +$1.67K ﹤0.01% 252

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's EFA Position: Q1 2019 in Review

Accurate Investment Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 4,950 shares — an estimated $291K sold.

Accurate Investment Solutions first reported a position in EFA in Q2 2016 and held it in 6 quarters. The position peaked at $291K in Q4 2018. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

  • Accurate Investment Solutions reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 4,950 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $291K.
  • Accurate Investment Solutions first reported a position in iShares MSCI EAFE ETF in Q2 2016 and held it in 6 quarters.
  • Accurate Investment Solutions's iShares MSCI EAFE ETF position peaked at $291K in Q4 2018.
  • 1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Accurate Investment Solutions's 13F filing for Q1 2019, filed 9 Apr 2019.