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American Economic Planning Group’s iShares MSCI EAFE ETF EFA Stock Holding History

American Economic Planning Group’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 		$1.27M Hold
19,435
– – 0.35% 26
2019
Q2 		$1.28M Hold
19,435
– – 0.39% 27
2019
Q1 		$1.26M Sell
19,435
-112
-0.6% -$7.06K 0.39% 25
2018
Q4 		$1.15M Sell
19,547
-1,990
-9% -$124K 0.37% 28
2018
Q3 		$1.46M Sell
21,537
-1,971
-8% -$133K 0.52% 18
2018
Q2 		$1.57M Sell
23,508
-2,765
-11% -$194K 0.58% 16
2018
Q1 		$1.83M Sell
26,273
-2,069
-7% -$148K 0.67% 12
2017
Q4 		$1.99M Sell
28,342
-584
-2% -$40.6K 0.73% 11
2017
Q3 		$1.98M Buy
28,926
+109
+0.4% +$7.29K 0.75% 10
2017
Q2 		$1.88M Sell
28,817
-3,968
-12% -$257K 0.74% 10
2017
Q1 		$2.04M Buy
32,785
+2,350
+8% +$142K 0.82% 10
2016
Q4 		$1.76M Sell
30,435
-10,070
-25% -$581K 0.75% 12
2016
Q3 		$2.4M Sell
40,505
-249,268
-86% -$14.5M 0.96% 9
2016
Q2 		$16.2M Sell
289,773
-7,243
-2% -$417K 6.51% 4
2016
Q1 		$17M Buy
297,016
+13,606
+5% +$750K 6.87% 4
2015
Q4 		$16.6M Buy
283,410
+4,143
+1% +$250K 6.44% 4
2015
Q3 		$16M Buy
279,267
+5,584
+2% +$345K 7.03% 4
2015
Q2 		$17.4M Sell
273,683
-6,990
-2% -$465K 7.14% 4
2015
Q1 		$18M Buy
280,673
+1,134
+0.4% +$71.4K 6.83% 5
2014
Q4 		$17M Buy
279,539
+9,372
+3% +$585K 6.55% 5
2014
Q3 		$17.3M Buy
270,167
+10,302
+4% +$687K 6.79% 5
2014
Q2 		$17.8M Buy
259,865
+8,986
+4% +$616K 6.52% 5
2014
Q1 		$16.9M Sell
250,879
-11,778
-4% -$778K 6.59% 5
2013
Q4 		$17.6M Sell
262,657
-2,162
-0.8% -$141K 6.4% 6
2013
Q3 		$16.9M Buy
264,819
+2,051
+0.8% +$126K 6.93% 4
2013
Q2 		$15.1M Buy
+262,768
New +$15.9M 5.73% 5

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Economic Planning Group's EFA Position: Q3 2019 in Review

American Economic Planning Group held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2019 at 19,435 shares worth $1.27M. The position accounts for 0.35% of the portfolio, ranked #26.

American Economic Planning Group first reported a position in EFA in Q2 2013 and has held it in 26 quarters since. The position peaked at $18M in Q1 2015. 1,394 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • American Economic Planning Group held 19,435 shares of iShares MSCI EAFE ETF worth $1.27M as of Q3 2019.
  • American Economic Planning Group left its iShares MSCI EAFE ETF share count unchanged in Q3 2019.
  • iShares MSCI EAFE ETF made up 0.35% of American Economic Planning Group's portfolio in Q3 2019, its #26 holding.
  • American Economic Planning Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 26 quarters since.
  • American Economic Planning Group's iShares MSCI EAFE ETF position peaked at $18M in Q1 2015.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.