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

Kings Point 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
2022
Q1 		$801K Sell
10,878
-344
-3% -$25.7K 0.07% 110
2021
Q4 		$883K Sell
11,222
-216
-2% -$17.1K 0.07% 112
2021
Q3 		$892K Sell
11,438
-63
-0.5% -$5.04K 0.08% 110
2021
Q2 		$907K Hold
11,501
– – 0.08% 114
2021
Q1 		$873K Buy
11,501
+479
+4% +$36.1K 0.09% 109
2020
Q4 		$804K Sell
11,022
-1,796
-14% -$123K 0.09% 110
2020
Q3 		$816K Sell
12,818
-407
-3% -$26K 0.1% 104
2020
Q2 		$805K Hold
13,225
– – 0.12% 99
2020
Q1 		$707K Buy
13,225
+530
+4% +$33.6K 0.12% 94
2019
Q4 		$882K Buy
12,695
+1,820
+17% +$123K 0.13% 97
2019
Q3 		$709K Sell
10,875
-2,271
-17% -$146K 0.12% 100
2019
Q2 		$864K Sell
13,146
-2,151
-14% -$141K 0.16% 90
2019
Q1 		$992K Buy
15,297
+2,563
+20% +$161K 0.2% 85
2018
Q4 		$749K Sell
12,734
-4,068
-24% -$254K 0.17% 88
2018
Q3 		$1.14M Sell
16,802
-225
-1% -$15.2K 0.21% 90
2018
Q2 		$1.14M Buy
17,027
+1,163
+7% +$81.5K 0.22% 88
2018
Q1 		$1.1M Buy
15,864
+7,120
+81% +$508K 0.22% 87
2017
Q4 		$615K Buy
8,744
+2,007
+30% +$140K 0.13% 100
2017
Q3 		$461K Buy
6,737
+765
+13% +$51.1K 0.1% 106
2017
Q2 		$389K Buy
5,972
+7
+0.1% +$453 0.09% 113
2017
Q1 		$372K Sell
5,965
-5,137
-46% -$311K 0.09% 114
2016
Q4 		$641K Buy
11,102
+8,933
+412% +$515K 0.16% 90
2016
Q3 		$128K Sell
2,169
-15,265
-88% -$885K 0.03% 136
2016
Q2 		$973K Sell
17,434
-15,046
-46% -$866K 0.25% 72
2016
Q1 		$1.86M Buy
32,480
+1,816
+6% +$100K 0.47% 57
2015
Q4 		$1.8M Buy
30,664
+3,659
+14% +$220K 0.45% 56
2015
Q3 		$1.55M Sell
27,005
-2,699
-9% -$167K 0.41% 58
2015
Q2 		$1.89M Buy
29,704
+5
+0% +$333 0.46% 52
2015
Q1 		$1.91M Buy
29,699
+1,575
+6% +$99.2K 0.48% 51
2014
Q4 		$1.71M Buy
+28,124
New +$1.76M 0.46% 54

Other funds holding EFA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kings Point Capital Management's EFA Position: Q1 2022 in Review

Kings Point Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 3.1% in Q1 2022, selling an estimated $25.7K and leaving 10,878 shares worth $801K. The position accounts for 0.07% of the portfolio, ranked #110.

Kings Point Capital Management first reported a position in EFA in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.91M in Q1 2015. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Kings Point Capital Management held 10,878 shares of iShares MSCI EAFE ETF worth $801K as of Q1 2022.
  • Kings Point Capital Management sold 344 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $25.7K.
  • iShares MSCI EAFE ETF made up 0.07% of Kings Point Capital Management's portfolio in Q1 2022, its #110 holding.
  • Kings Point Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 30 quarters since.
  • Kings Point Capital Management's iShares MSCI EAFE ETF position peaked at $1.91M in Q1 2015.
  • 1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.