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Julex Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Julex Capital Management’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 		$30K Buy
454
+295
+186% +$19K 0.07% 23
2019
Q2 		$10K Buy
+159
New +$10.4K 0.01% 32

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Julex Capital Management's EFA Position: Q3 2019 in Review

Julex Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 186% in Q3 2019, buying an estimated $19K and bringing the position to 454 shares worth $30K. The position accounts for 0.07% of the portfolio, ranked #23.

Julex Capital Management first reported a position in EFA in Q2 2019 and has held it in 2 quarters since. 1,394 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • Julex Capital Management held 454 shares of iShares MSCI EAFE ETF worth $30K as of Q3 2019.
  • Julex Capital Management bought 295 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $19K.
  • iShares MSCI EAFE ETF made up 0.07% of Julex Capital Management's portfolio in Q3 2019, its #23 holding.
  • Julex Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2019 and has held it in 2 quarters since.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.