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Kabarec Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Kabarec Financial 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
2018
Q2 		– Sell
-135
Closed -$9K – 84
2018
Q1 		$9K Buy
+135
New +$9.63K 0.01% 74

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kabarec Financial Advisors's EFA Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2018, closing a stake of 135 shares — an estimated $9K sold.

Kabarec Financial Advisors first reported a position in EFA in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 1,285 funds tracked by Wall St. Rank hold EFA as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 135 iShares MSCI EAFE ETF shares in Q2 2018, an estimated $9K.
  • Kabarec Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 1 quarter.
  • Kabarec Financial Advisors's iShares MSCI EAFE ETF position peaked at $9K in Q1 2018.
  • 1,285 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.