Goodman Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Goodman Financial’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	-3,291	Closed	-$215K	–	48
2019 Q3	$215K	Buy	+3,291	New	+$212K	0.11%	44

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goodman Financial's EFA Position: Q4 2019 in Review

Goodman Financial sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 3,291 shares — an estimated $215K sold.

Goodman Financial first reported a position in EFA in Q3 2019 and held it in 1 quarter. The position peaked at $215K in Q3 2019. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

Goodman Financial reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
Goodman Financial sold 3,291 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $215K.
Goodman Financial first reported a position in iShares MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
Goodman Financial's iShares MSCI EAFE ETF position peaked at $215K in Q3 2019.
1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Goodman Financial's 13F filing for Q4 2019, filed 27 Jan 2020.