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Allegis Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Allegis Investment Advisors’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
2017
Q3 		– Sell
-7,144
Closed -$466K – 257
2017
Q2 		$466K Buy
+7,144
New +$462K 0.12% 155
2016
Q1 		– Sell
-949
Closed -$56K – 367
2015
Q4 		$56K Buy
+949
New +$57.2K 0.03% 311

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's EFA Position: Q3 2017 in Review

Allegis Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2017, closing a stake of 7,144 shares — an estimated $466K sold.

Allegis Investment Advisors first reported a position in EFA in Q4 2015 and held it in 2 quarters. The position peaked at $466K in Q2 2017. 1,169 funds tracked by Wall St. Rank hold EFA as of Q3 2017.

  • Allegis Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 7,144 iShares MSCI EAFE ETF shares in Q3 2017, an estimated $466K.
  • Allegis Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares MSCI EAFE ETF position peaked at $466K in Q2 2017.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2017.

Based on Allegis Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.