ARS Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

ARS Wealth 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
2018 Q4	–	Sell	-3,355	Closed	-$228K	–	107
2018 Q3	$228K	Sell	3,355 -26,744	-89%	-$1.81M	0.08%	109
2018 Q2	$2.02M	Sell	30,099 -1,113	-4%	-$78K	0.73%	25
2018 Q1	$2.17M	Sell	31,212 -21,112	-40%	-$1.51M	0.81%	23
2017 Q4	$3.68M	Sell	52,324 -9,094	-15%	-$632K	1.37%	14
2017 Q3	$4.21M	Buy	61,418 +22,915	+60%	+$1.53M	1.63%	11
2017 Q2	$2.51M	Buy	+38,503	New	+$2.49M	1.02%	22

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ARS Wealth Advisors's EFA Position: Q4 2018 in Review

ARS Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 3,355 shares — an estimated $228K sold.

ARS Wealth Advisors first reported a position in EFA in Q2 2017 and held it in 6 quarters. The position peaked at $4.21M in Q3 2017. 1,402 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

ARS Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
ARS Wealth Advisors sold 3,355 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $228K.
ARS Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2017 and held it in 6 quarters.
ARS Wealth Advisors's iShares MSCI EAFE ETF position peaked at $4.21M in Q3 2017.
1,402 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on ARS Wealth Advisors's 13F filing for Q4 2018, filed 11 Jun 2021.