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

Edge 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
2018 Q1	–	Sell	-1,445	Closed	-$101K	–	565
2017 Q4	$101K	Buy	+1,445	New	+$100K	0.03%	171
2014 Q1	–	Sell	-420	Closed	-$28K	–	413
2013 Q4	$28K	Hold	420	–	–	0.01%	201
2013 Q3	$27K	Hold	420	–	–	0.02%	179
2013 Q2	$24K	Buy	+420	New	+$25.4K	0.02%	174

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edge Wealth Management's EFA Position: Q1 2018 in Review

Edge Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2018, closing a stake of 1,445 shares — an estimated $101K sold.

Edge Wealth Management first reported a position in EFA in Q2 2013 and held it in 4 quarters. The position peaked at $101K in Q4 2017. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

Edge Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
Edge Wealth Management sold 1,445 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $101K.
Edge Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 4 quarters.
Edge Wealth Management's iShares MSCI EAFE ETF position peaked at $101K in Q4 2017.
1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on Edge Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.