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

Nelson 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
2020 Q2	–	Sell	-17,713	Closed	-$947K	–	93
2020 Q1	$947K	Sell	17,713 -33,178	-65%	-$2.11M	0.25%	60
2019 Q4	$3.53M	Sell	50,891 -140	-0.3%	-$9.46K	0.74%	51
2019 Q3	$3.33M	Hold	51,031	–	–	0.79%	46
2019 Q2	$3.35M	Sell	51,031 -5,017	-9%	-$328K	0.79%	46
2019 Q1	$3.63M	Sell	56,048 -1,084	-2%	-$68.3K	0.91%	44
2018 Q4	$3.33M	Buy	+57,132	New	+$3.57M	0.93%	41

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nelson Capital Management's EFA Position: Q2 2020 in Review

Nelson Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 17,713 shares — an estimated $947K sold.

Nelson Capital Management first reported a position in EFA in Q4 2018 and held it in 6 quarters. The position peaked at $3.63M in Q1 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Nelson Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Nelson Capital Management sold 17,713 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $947K.
Nelson Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 6 quarters.
Nelson Capital Management's iShares MSCI EAFE ETF position peaked at $3.63M in Q1 2019.
1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Nelson Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.