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

Avondale 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
2020 Q1	–	Sell	-1,500	Closed	-$104K	–	101
2019 Q4	$104K	Hold	1,500	–	–	0.15%	28
2019 Q3	$98K	Sell	1,500 -3,603	-71%	-$232K	0.16%	27
2019 Q2	$335K	Buy	5,103 +2,427	+91%	+$159K	0.25%	17
2019 Q1	$174K	Hold	2,676	–	–	0.13%	22
2018 Q4	$157K	Buy	+2,676	New	+$167K	0.13%	24

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

Avondale Wealth Management's EFA Position: Q1 2020 in Review

Avondale Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 1,500 shares — an estimated $104K sold.

Avondale Wealth Management first reported a position in EFA in Q4 2018 and held it in 5 quarters. The position peaked at $335K in Q2 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Avondale Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Avondale Wealth Management sold 1,500 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $104K.
Avondale Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
Avondale Wealth Management's iShares MSCI EAFE ETF position peaked at $335K in Q2 2019.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Avondale Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.