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

BT 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
2019 Q1	–	Sell	-102,437	Closed	-$6.42M	–	67
2018 Q4	$6.42M	Buy	+102,437	New	+$6.4M	2.77%	9

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BT Wealth Management's EFA Position: Q1 2019 in Review

BT Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 102,437 shares — an estimated $6.42M sold.

BT Wealth Management first reported a position in EFA in Q4 2018 and held it in 1 quarter. The position peaked at $6.42M in Q4 2018. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

BT Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 102,437 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $6.42M.
BT Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
BT Wealth Management's iShares MSCI EAFE ETF position peaked at $6.42M in Q4 2018.
1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.