ArchPoint Investors’s iShares MSCI EAFE ETF EFA Stock Holding History

ArchPoint Investors’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	-29,350	Closed	-$2.04M	–	137
2019 Q4	$2.04M	Buy	29,350 +8,950	+44%	+$604K	0.62%	29
2019 Q3	$1.33M	Sell	20,400 -8,950	-30%	-$577K	0.45%	29
2019 Q2	$1.93M	Hold	29,350	–	–	0.61%	26
2019 Q1	$1.9M	Hold	29,350	–	–	0.57%	29
2018 Q4	$1.73M	Hold	29,350	–	–	0.6%	28
2018 Q3	$2M	Hold	29,350	–	–	0.54%	31
2018 Q2	$1.97M	Sell	29,350 -29,350	-50%	-$2.06M	0.57%	30
2018 Q1	$4.09M	Hold	58,700	–	–	1.21%	21
2017 Q4	$4.13M	Hold	58,700	–	–	1.29%	18
2017 Q3	$4.02M	Hold	58,700	–	–	1.28%	19
2017 Q2	$3.83M	Sell	58,700 -95	-0.2%	-$6.15K	1.22%	17
2017 Q1	$3.66M	Buy	+58,795	New	+$3.55M	1.38%	16
2016 Q3	–	Sell	-95	Closed	-$5K	–	109
2016 Q2	$5K	Hold	95	–	–	﹤0.01%	145
2016 Q1	$5K	Hold	95	–	–	﹤0.01%	138
2015 Q4	$6K	Buy	+95	New	+$5.72K	﹤0.01%	139

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ArchPoint Investors's EFA Position: Q1 2020 in Review

ArchPoint Investors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 29,350 shares — an estimated $2.04M sold.

ArchPoint Investors first reported a position in EFA in Q4 2015 and held it in 15 quarters. The position peaked at $4.13M in Q4 2017. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

ArchPoint Investors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
ArchPoint Investors sold 29,350 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $2.04M.
ArchPoint Investors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 15 quarters.
ArchPoint Investors's iShares MSCI EAFE ETF position peaked at $4.13M in Q4 2017.
1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on ArchPoint Investors's 13F filing for Q1 2020, filed 13 May 2020.