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

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-1,049	Closed	-$80K	–	184
2021 Q1	$80K	Hold	1,049	–	–	0.05%	159
2020 Q4	$77K	Hold	1,049	–	–	0.05%	165
2020 Q3	$67K	Buy	1,049 +667	+175%	+$42.7K	0.05%	163
2020 Q2	$23K	Hold	382	–	–	0.02%	256
2020 Q1	$20K	Hold	382	–	–	0.02%	251
2019 Q4	$27K	Buy	+382	New	+$25.8K	0.02%	254

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Atlas Private Wealth Management's EFA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 1,049 shares — an estimated $80K sold.

Atlas Private Wealth Management first reported a position in EFA in Q4 2019 and held it in 6 quarters. The position peaked at $80K in Q1 2021. 1,613 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,049 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $80K.
Atlas Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares MSCI EAFE ETF position peaked at $80K in Q1 2021.
1,613 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.