Isthmus Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Isthmus Partners’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
2018 Q4	–	Sell	-630	Closed	-$43K	–	180
2018 Q3	$43K	Hold	630	–	–	0.01%	192
2018 Q2	$42K	Hold	630	–	–	0.01%	186
2018 Q1	$44K	Hold	630	–	–	0.01%	181
2017 Q4	$44K	Hold	630	–	–	0.01%	181
2017 Q3	$43K	Buy	630 +37	+6%	+$2.47K	0.01%	182
2017 Q2	$39K	Buy	+593	New	+$38.4K	0.01%	192

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Isthmus Partners's EFA Position: Q4 2018 in Review

Isthmus Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 630 shares — an estimated $43K sold.

Isthmus Partners first reported a position in EFA in Q2 2017 and held it in 6 quarters. The position peaked at $44K in Q1 2018. 1,401 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

Isthmus Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Isthmus Partners sold 630 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $43K.
Isthmus Partners first reported a position in iShares MSCI EAFE ETF in Q2 2017 and held it in 6 quarters.
Isthmus Partners's iShares MSCI EAFE ETF position peaked at $44K in Q1 2018.
1,401 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Isthmus Partners's 13F filing for Q4 2018, filed 4 Feb 2019.