Mark Sheptoff Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-1,198	Closed	-$79K	–	364
2019 Q2	$79K	Hold	1,198	–	–	0.05%	129
2019 Q1	$78K	Hold	1,198	–	–	0.06%	128
2018 Q4	$70K	Hold	1,198	–	–	0.06%	119
2018 Q3	$81K	Hold	1,198	–	–	0.06%	137
2018 Q2	$80K	Hold	1,198	–	–	0.06%	135
2018 Q1	$83K	Hold	1,198	–	–	0.06%	138
2017 Q4	$84K	Hold	1,198	–	–	0.05%	149
2017 Q3	$82K	Hold	1,198	–	–	0.06%	153
2017 Q2	$78K	Sell	1,198 -1	-0.1%	-$65	0.05%	151
2017 Q1	$75K	Buy	1,199 +1	+0.1%	+$60	0.05%	155
2016 Q4	$69K	Hold	1,198	–	–	0.05%	156
2016 Q3	$71K	Buy	+1,198	New	+$69.5K	0.05%	144
2016 Q1	–	Sell	-325	Closed	-$19K	–	369
2015 Q4	$19K	Buy	+325	New	+$19.6K	0.02%	222

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

Mark Sheptoff Financial Planning's EFA Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of iShares MSCI EAFE ETF (EFA) in Q3 2019, closing a stake of 1,198 shares — an estimated $79K sold.

Mark Sheptoff Financial Planning first reported a position in EFA in Q4 2015 and held it in 13 quarters. The position peaked at $84K in Q4 2017. 1,393 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining iShares MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,198 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $79K.
Mark Sheptoff Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 13 quarters.
Mark Sheptoff Financial Planning's iShares MSCI EAFE ETF position peaked at $84K in Q4 2017.
1,393 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.