Aevitas Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-2,901	Closed	-$188K	–	170
2019 Q1	$188K	Sell	2,901 -701	-19%	-$44.2K	0.17%	105
2018 Q4	$212K	Buy	3,602 +2,103	+140%	+$131K	0.22%	94
2018 Q3	$102K	Hold	1,499	–	–	0.09%	138
2018 Q2	$100K	Buy	1,499 +20	+1%	+$1.4K	0.1%	137
2018 Q1	$103K	Hold	1,479	–	–	0.1%	130
2017 Q4	$104K	Buy	+1,479	New	+$103K	0.1%	134

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aevitas Wealth Management's EFA Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2019, closing a stake of 2,901 shares — an estimated $188K sold.

Aevitas Wealth Management first reported a position in EFA in Q4 2017 and held it in 6 quarters. The position peaked at $212K in Q4 2018. 1,389 funds tracked by Wall St. Rank hold EFA as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 2,901 iShares MSCI EAFE ETF shares in Q2 2019, an estimated $188K.
Aevitas Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's iShares MSCI EAFE ETF position peaked at $212K in Q4 2018.
1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.