Crossmark Global Holdings’s iShares MSCI EAFE ETF EFA Stock Holding History

Crossmark Global Holdings’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	-31,328	Closed	-$1.84M	–	1390
2018 Q4	$1.84M	Sell	31,328 -3,741	-11%	-$234K	0.06%	376
2018 Q3	$2.38M	Sell	35,069 -597	-2%	-$40.3K	0.06%	360
2018 Q2	$2.39M	Sell	35,666 -5,106	-13%	-$358K	0.06%	340
2018 Q1	$2.84M	Sell	40,772 -1,217	-3%	-$86.8K	0.07%	318
2017 Q4	$2.95M	Sell	41,989 -1,906	-4%	-$133K	0.07%	328
2017 Q3	$3.01M	Buy	+43,895	New	+$2.93M	0.08%	307
2016 Q3	$3.01M	Buy	+43,895	New	+$2.54M	0.08%	307

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

Crossmark Global Holdings's EFA Position: Q1 2019 in Review

Crossmark Global Holdings sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 31,328 shares — an estimated $1.84M sold.

Crossmark Global Holdings first reported a position in EFA in Q3 2016 and held it in 7 quarters. The position peaked at $3.01M in Q3 2017. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

Crossmark Global Holdings reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
Crossmark Global Holdings sold 31,328 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $1.84M.
Crossmark Global Holdings first reported a position in iShares MSCI EAFE ETF in Q3 2016 and held it in 7 quarters.
Crossmark Global Holdings's iShares MSCI EAFE ETF position peaked at $3.01M in Q3 2017.
1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Crossmark Global Holdings's 13F filing for Q1 2019, filed 2 May 2019.