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Garrett Wealth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-524
Closed -$34.2K – 219
2019
Q3 		$34.2K Buy
+524
New +$33.8K 0.02% 156

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Garrett Wealth Advisory Group's EFA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 524 shares — an estimated $34.2K sold.

Garrett Wealth Advisory Group first reported a position in EFA in Q3 2019 and held it in 1 quarter. The position peaked at $34.2K in Q3 2019. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 524 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $34.2K.
  • Garrett Wealth Advisory Group first reported a position in iShares MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares MSCI EAFE ETF position peaked at $34.2K in Q3 2019.
  • 1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.