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American Institute for Advanced Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

American Institute for Advanced Investment 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
2020
Q2 		– Sell
-4,095
Closed -$219K – 96
2020
Q1 		$219K Buy
+4,095
New +$260K 0.24% 83

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Institute for Advanced Investment Management's EFA Position: Q2 2020 in Review

American Institute for Advanced Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 4,095 shares — an estimated $219K sold.

American Institute for Advanced Investment Management first reported a position in EFA in Q1 2020 and held it in 1 quarter. The position peaked at $219K in Q1 2020. 1,418 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • American Institute for Advanced Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 4,095 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $219K.
  • American Institute for Advanced Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2020 and held it in 1 quarter.
  • American Institute for Advanced Investment Management's iShares MSCI EAFE ETF position peaked at $219K in Q1 2020.
  • 1,418 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2020, filed 20 Jul 2020.