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

Beacon Pointe 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
2019 Q4	$3.27M	Buy	47,114 +42	+0.1%	+$2.84K	0.6%	39
2019 Q3	$3.07M	Sell	47,072 -2,287	-5%	-$147K	0.65%	32
2019 Q2	$3.25M	Buy	49,359 +3,063	+7%	+$200K	0.69%	31
2019 Q1	$3M	Buy	46,296 +458	+1%	+$28.9K	0.69%	31
2018 Q4	$2.69M	Buy	+45,838	New	+$2.86M	0.97%	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

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

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

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

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

Beacon Pointe Wealth Advisors's EFA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.09% in Q4 2019, buying an estimated $2.84K and bringing the position to 47,114 shares worth $3.27M. The position accounts for 0.6% of the portfolio, ranked #39.

Beacon Pointe Wealth Advisors first reported a position in EFA in Q4 2018 and has held it in 5 quarters since. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

Beacon Pointe Wealth Advisors held 47,114 shares of iShares MSCI EAFE ETF worth $3.27M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 42 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $2.84K.
iShares MSCI EAFE ETF made up 0.6% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #39 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 5 quarters since.
1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.