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

Guidant 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 Q3	$3.65M	Buy	56,045 +2,478	+5%	+$160K	1.36%	24
2019 Q2	$3.52M	Sell	53,567 -2,857	-5%	-$187K	1.36%	21
2019 Q1	$3.66M	Buy	56,424 +8,135	+17%	+$513K	1.43%	21
2018 Q4	$2.84M	Sell	48,289 -74,948	-61%	-$4.68M	1.32%	25
2018 Q3	$6.44M	Sell	123,237 -314	-0.3%	-$21.2K	2.69%	16
2018 Q2	$6.37M	Sell	123,551 -871	-0.7%	-$61.1K	2.77%	16
2018 Q1	$6.88M	Sell	124,422 -171	-0.1%	-$12.2K	3.11%	16
2017 Q4	$7.19M	Buy	124,593 +84,111	+208%	+$5.85M	3.22%	15
2017 Q3	$2.77M	Sell	40,482 -485	-1%	-$32.4K	1.97%	16
2017 Q2	$2.66M	Sell	40,967 -11,860	-22%	-$767K	1.37%	25
2017 Q1	$3.27M	Sell	52,827 -11,525	-18%	-$697K	1.71%	22
2016 Q4	$3.81M	Sell	64,352 -54,559	-46%	-$3.15M	2.16%	15
2016 Q3	$7.01M	Buy	+118,911	New	+$6.89M	4.32%	6

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

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

Guidant Wealth Advisors's EFA Position: Q3 2019 in Review

Guidant Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4.6% in Q3 2019, buying an estimated $160K and bringing the position to 56,045 shares worth $3.65M. The position accounts for 1.36% of the portfolio, ranked #24.

Guidant Wealth Advisors first reported a position in EFA in Q3 2016 and has held it in 13 quarters since. The position peaked at $7.19M in Q4 2017. 1,393 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

Guidant Wealth Advisors held 56,045 shares of iShares MSCI EAFE ETF worth $3.65M as of Q3 2019.
Guidant Wealth Advisors bought 2,478 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $160K.
iShares MSCI EAFE ETF made up 1.36% of Guidant Wealth Advisors's portfolio in Q3 2019, its #24 holding.
Guidant Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares MSCI EAFE ETF position peaked at $7.19M in Q4 2017.
1,393 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.