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Asset Planning Services (Pennsylvania)’s iShares MSCI EAFE ETF EFA Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-1,652
Closed -$108K – 121
2019
Q3 		$108K Hold
1,652
– – 0.05% 96
2019
Q2 		$109K Buy
1,652
+18
+1% +$1.18K 0.05% 94
2019
Q1 		$106K Hold
1,634
– – 0.05% 92
2018
Q4 		$96K Sell
1,634
-319
-16% -$19.9K 0.05% 90
2018
Q3 		$126K Hold
1,953
– – 0.06% 81
2018
Q2 		$131K Buy
1,953
+121
+7% +$8.48K 0.06% 80
2018
Q1 		$128K Sell
1,832
-57
-3% -$4.06K 0.07% 82
2017
Q4 		$133K Sell
1,889
-46
-2% -$3.2K 0.07% 87
2017
Q3 		$133K Buy
1,935
+250
+15% +$16.7K 0.07% 85
2017
Q2 		$110K Sell
1,685
-1,389
-45% -$89.9K 0.07% 97
2017
Q1 		$191K Sell
3,074
-199
-6% -$12K 0.13% 68
2016
Q4 		$189K Buy
3,273
+24
+0.7% +$1.38K 0.15% 63
2016
Q3 		$192K Sell
3,249
-36
-1% -$2.09K 0.16% 63
2016
Q2 		$183K Sell
3,285
-518
-14% -$29.8K 0.16% 65
2016
Q1 		$217K Buy
3,803
+1,380
+57% +$76.1K 0.2% 60
2015
Q4 		$142K Buy
2,423
+17
+0.7% +$1.02K 0.14% 63
2015
Q3 		$138K Sell
2,406
-239
-9% -$14.8K 0.14% 62
2015
Q2 		$168K Buy
+2,645
New +$176K 0.16% 56

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EFA Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 1,652 shares — an estimated $108K sold.

Asset Planning Services (Pennsylvania) first reported a position in EFA in Q2 2015 and held it in 18 quarters. The position peaked at $217K in Q1 2016. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,652 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $108K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI EAFE ETF in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares MSCI EAFE ETF position peaked at $217K in Q1 2016.
  • 1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.