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Axiom Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Axiom Investment 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
2019
Q4 		– Sell
-22
Closed -$1K – 161
2019
Q3 		$1K Sell
22
-144
-87% -$9.28K ﹤0.01% 210
2019
Q2 		$11K Sell
166
-358
-68% -$23.4K ﹤0.01% 432
2019
Q1 		$34K Buy
+524
New +$33K 0.01% 402

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

Axiom Investment Management's EFA Position: Q4 2019 in Review

Axiom Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 22 shares — an estimated $1K sold.

Axiom Investment Management first reported a position in EFA in Q1 2019 and held it in 3 quarters. The position peaked at $34K in Q1 2019. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

  • Axiom Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Axiom Investment Management sold 22 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $1K.
  • Axiom Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 3 quarters.
  • Axiom Investment Management's iShares MSCI EAFE ETF position peaked at $34K in Q1 2019.
  • 1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Axiom Investment Management's 13F filing for Q4 2019, filed 16 Mar 2021.