Argent Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$3.01M Buy
46,124
+7,548
+20% +$436K 0.5% 43
2020
Q1
$2.07M Sell
38,576
-6,658
-15% -$423K 0.42% 44
2019
Q4
$3.14M Buy
+45,234
New +$3.06M 0.53% 42

Other funds holding EFA

Argent Wealth Management's EFA Position: Q2 2020 in Review

Argent Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2020, buying an estimated $436K and bringing the position to 46,124 shares worth $3.01M. The position accounts for 0.5% of the portfolio, ranked #43.

Argent Wealth Management first reported a position in EFA in Q4 2019 and has held it in 3 quarters since. The position peaked at $3.14M in Q4 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • Argent Wealth Management held 46,124 shares of iShares MSCI EAFE ETF worth $3.01M as of Q2 2020.
  • Argent Wealth Management bought 7,548 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $436K.
  • iShares MSCI EAFE ETF made up 0.5% of Argent Wealth Management's portfolio in Q2 2020, its #43 holding.
  • Argent Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares MSCI EAFE ETF position peaked at $3.14M in Q4 2019.
  • 1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.