Capstone Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Capstone Financial 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
2020 Q1	–	Sell	-32,000	Closed	-$2.22M	–	104
2019 Q4	$2.22M	Hold	32,000	–	–	0.31%	20
2019 Q3	$2.09M	Buy	+32,000	New	+$2.06M	0.32%	20
2019 Q2	–	Hold	0	–	–	–	20
2019 Q1	–	Hold	0	–	–	–	20
2018 Q4	–	Hold	0	–	–	–	26
2018 Q3	–	Hold	0	–	–	–	17
2018 Q2	–	Hold	0	–	–	–	16
2018 Q1	–	Hold	0	–	–	–	15
2017 Q4	–	Hold	0	–	–	–	16
2017 Q3	–	Hold	0	–	–	–	14
2017 Q2	–	Hold	0	–	–	–	12
2017 Q1	–	Hold	0	–	–	–	12
2016 Q4	–	Hold	0	–	–	–	15
2016 Q3	–	Hold	0	–	–	–	10
2016 Q2	–	Hold	0	–	–	–	10
2016 Q1	–	Hold	0	–	–	–	13
2015 Q4	–	Sell	-55,064	Closed	-$3.32M	–	14
2015 Q3	$3.16M	Sell	55,064 -5,253	-9%	-$324K	1.4%	12
2015 Q2	$3.83M	Buy	60,317 +4,615	+8%	+$307K	1.49%	11
2015 Q1	$3.57M	Buy	+55,702	New	+$3.51M	1.37%	12
2014 Q4	–	Hold	0	–	–	–	15

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

Capstone Financial Advisors's EFA Position: Q1 2020 in Review

Capstone Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 32,000 shares — an estimated $2.22M sold.

Capstone Financial Advisors first reported a position in EFA in Q1 2015 and held it in 5 quarters. The position peaked at $3.83M in Q2 2015. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Capstone Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Capstone Financial Advisors sold 32,000 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $2.22M.
Capstone Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 5 quarters.
Capstone Financial Advisors's iShares MSCI EAFE ETF position peaked at $3.83M in Q2 2015.
1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Capstone Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.