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Apriem Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Apriem 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
2020
Q1 		– Sell
-2,879
Closed -$200K – 121
2019
Q4 		$200K Sell
2,879
-310
-10% -$20.9K 0.04% 133
2019
Q3 		$208K Buy
+3,189
New +$206K 0.05% 120
2019
Q1 		– Sell
-3,586
Closed -$211K – 134
2018
Q4 		$211K Buy
+3,586
New +$224K 0.07% 115
2018
Q3 		– Sell
-2,912
Closed -$195K – 203
2018
Q2 		$195K Hold
2,912
– – 0.04% 130
2018
Q1 		$203K Hold
2,912
– – 0.05% 126
2017
Q4 		$205K Buy
+2,912
New +$202K 0.05% 123
2017
Q2 		– Sell
-2,412
Closed -$150K – 250
2017
Q1 		$150K Buy
2,412
+200
+9% +$12.1K 0.04% 144
2016
Q4 		$128K Buy
2,212
+549
+33% +$31.7K 0.04% 146
2016
Q3 		$98K Sell
1,663
-1,070
-39% -$62K 0.03% 168
2016
Q2 		$153K Hold
2,733
– – 0.05% 129
2016
Q1 		$156K Sell
2,733
-5,475
-67% -$302K 0.06% 114
2015
Q4 		$482K Buy
8,208
+1,780
+28% +$107K 0.17% 62
2015
Q3 		$368K Buy
6,428
+3,814
+146% +$235K 0.14% 68
2015
Q2 		$166K Sell
2,614
-500
-16% -$33.3K 0.06% 104
2015
Q1 		$200K Buy
3,114
+60
+2% +$3.78K 0.07% 101
2014
Q4 		$186K Buy
3,054
+184
+6% +$11.5K 0.07% 95
2014
Q3 		$184K Sell
2,870
-749
-21% -$50K 0.07% 101
2014
Q2 		$247K Sell
3,619
-200
-5% -$13.7K 0.09% 106
2014
Q1 		$257K Sell
3,819
-800
-17% -$52.9K 0.1% 105
2013
Q4 		$310K Buy
4,619
+1,300
+39% +$84.9K 0.12% 88
2013
Q3 		$212K Buy
3,319
+5
+0.2% +$306 0.09% 102
2013
Q2 		$190K Buy
+3,314
New +$200K 0.09% 104

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Apriem Advisors's EFA Position: Q1 2020 in Review

Apriem Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 2,879 shares — an estimated $200K sold.

Apriem Advisors first reported a position in EFA in Q2 2013 and held it in 22 quarters. The position peaked at $482K in Q4 2015. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Apriem Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Apriem Advisors sold 2,879 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $200K.
  • Apriem Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 22 quarters.
  • Apriem Advisors's iShares MSCI EAFE ETF position peaked at $482K in Q4 2015.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.