Grace Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Grace Capital’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	-3,580	Closed	-$249K	–	186
2019 Q4	$249K	Sell	3,580 -800	-18%	-$54K	0.2%	113
2019 Q3	$286K	Sell	4,380 -1,725	-28%	-$111K	0.29%	93
2019 Q2	$401K	Buy	6,105 +1,525	+33%	+$99.8K	0.19%	118
2019 Q1	$297K	Hold	4,580	–	–	0.12%	150
2018 Q4	$269K	Buy	+4,580	New	+$286K	0.12%	151
2018 Q3	–	Sell	-3,580	Closed	-$240K	–	217
2018 Q2	$240K	Buy	+3,580	New	+$251K	0.09%	160

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

Grace Capital's EFA Position: Q1 2020 in Review

Grace Capital sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 3,580 shares — an estimated $249K sold.

Grace Capital first reported a position in EFA in Q2 2018 and held it in 6 quarters. The position peaked at $401K in Q2 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Grace Capital reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Grace Capital sold 3,580 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $249K.
Grace Capital first reported a position in iShares MSCI EAFE ETF in Q2 2018 and held it in 6 quarters.
Grace Capital's iShares MSCI EAFE ETF position peaked at $401K in Q2 2019.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Grace Capital's 13F filing for Q1 2020, filed 12 May 2020.