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

ERTS 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
2020 Q1	–	Sell	-11,598	Closed	-$805K	–	83
2019 Q4	$805K	Sell	11,598 -976	-8%	-$65.9K	0.36%	28
2019 Q3	$820K	Sell	12,574 -801	-6%	-$51.6K	0.41%	28
2019 Q2	$879K	Buy	13,375 +706	+6%	+$46.2K	0.49%	29
2019 Q1	$822K	Sell	12,669 -326	-3%	-$20.5K	0.49%	29
2018 Q4	$764K	Buy	+12,995	New	+$812K	0.55%	29

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

ERTS Wealth Advisors's EFA Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 11,598 shares — an estimated $805K sold.

ERTS Wealth Advisors first reported a position in EFA in Q4 2018 and held it in 5 quarters. The position peaked at $879K in Q2 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

ERTS Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 11,598 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $805K.
ERTS Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
ERTS Wealth Advisors's iShares MSCI EAFE ETF position peaked at $879K in Q2 2019.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.