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Great Point Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Great Point Wealth Advisors’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
Q1 		– Sell
-4,173
Closed -$245K – 47
2018
Q4 		$245K Buy
+4,173
New +$261K 0.23% 37

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Point Wealth Advisors's EFA Position: Q1 2019 in Review

Great Point Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 4,173 shares — an estimated $245K sold.

Great Point Wealth Advisors first reported a position in EFA in Q4 2018 and held it in 1 quarter. The position peaked at $245K in Q4 2018. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

  • Great Point Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Great Point Wealth Advisors sold 4,173 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $245K.
  • Great Point Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
  • Great Point Wealth Advisors's iShares MSCI EAFE ETF position peaked at $245K in Q4 2018.
  • 1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Great Point Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.