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

Gratus 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 Q3	–	Sell	-4,123	Closed	-$251K	–	173
2020 Q2	$251K	Buy	+4,123	New	+$238K	0.04%	146

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Gratus Capital's EFA Position: Q3 2020 in Review

Gratus Capital sold out of iShares MSCI EAFE ETF (EFA) in Q3 2020, closing a stake of 4,123 shares — an estimated $251K sold.

Gratus Capital first reported a position in EFA in Q2 2020 and held it in 1 quarter. The position peaked at $251K in Q2 2020. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

Gratus Capital reported no remaining iShares MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
Gratus Capital sold 4,123 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $251K.
Gratus Capital first reported a position in iShares MSCI EAFE ETF in Q2 2020 and held it in 1 quarter.
Gratus Capital's iShares MSCI EAFE ETF position peaked at $251K in Q2 2020.
1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Gratus Capital's 13F filing for Q3 2020, filed 30 Oct 2020.