FinTrust Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

FinTrust Investment Advisory Services’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	$239K	Buy	+3,434	New	+$245K	0.22%	94
2013 Q3	$229K	Sell	3,587 -5,645	-61%	-$346K	0.47%	48
2013 Q2	$529K	Buy	+9,232	New	+$558K	0.91%	30

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

FinTrust Investment Advisory Services's EFA Position: Q1 2018 in Review

FinTrust Investment Advisory Services opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2018: 3,434 shares worth $239K. The stake represents 0.22% of the portfolio and ranks #94 among its holdings. This is a return to the name: FinTrust Investment Advisory Services previously reported a position in EFA as recently as Q3 2013.

FinTrust Investment Advisory Services first reported a position in EFA in Q2 2013 and has held it in 3 quarters since. The position peaked at $529K in Q2 2013. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

FinTrust Investment Advisory Services held 3,434 shares of iShares MSCI EAFE ETF worth $239K as of Q1 2018.
iShares MSCI EAFE ETF was a new FinTrust Investment Advisory Services position in Q1 2018.
iShares MSCI EAFE ETF made up 0.22% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #94 holding.
FinTrust Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $529K in Q2 2013.
1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.