Alpine Group USVI’s iShares MSCI EAFE ETF EFA Stock Holding History

Alpine Group USVI’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 Q3	$682K	Sell	10,452 -5,312	-34%	-$342K	2.92%	8
2019 Q2	$1.04M	Sell	15,764 -5,487	-26%	-$359K	3.26%	8
2019 Q1	$1.38M	Buy	+21,251	New	+$1.34M	3.79%	8
2017 Q2	$1.51M	Buy	+23,133	New	+$1.5M	0.47%	35

Other funds holding EFA

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Alpine Group USVI's EFA Position: Q3 2019 in Review

Alpine Group USVI reduced its iShares MSCI EAFE ETF (EFA) stake by 34% in Q3 2019, selling an estimated $342K and leaving 10,452 shares worth $682K. The position accounts for 2.92% of the portfolio, ranked #8.

Alpine Group USVI first reported a position in EFA in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2017. 1,394 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

Alpine Group USVI held 10,452 shares of iShares MSCI EAFE ETF worth $682K as of Q3 2019.
Alpine Group USVI sold 5,312 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $342K.
iShares MSCI EAFE ETF made up 2.92% of Alpine Group USVI's portfolio in Q3 2019, its #8 holding.
Alpine Group USVI first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 4 quarters since.
Alpine Group USVI's iShares MSCI EAFE ETF position peaked at $1.51M in Q2 2017.
1,394 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Alpine Group USVI's 13F filing for Q3 2019, filed 11 Oct 2019.