Oak Point Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Other funds holding EFA
Oak Point Wealth Management's EFA Position: Q1 2018 in Review
Oak Point Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 27% in Q1 2018, selling an estimated $157K and leaving 5,941 shares worth $408K. The position accounts for 0.42% of the portfolio, ranked #64.
Oak Point Wealth Management first reported a position in EFA in Q4 2017 and has held it in 2 quarters since. The position peaked at $561K in Q4 2017. 1,307 funds tracked by Wall St. Rank hold EFA as of Q1 2018.
- Oak Point Wealth Management held 5,941 shares of iShares MSCI EAFE ETF worth $408K as of Q1 2018.
- Oak Point Wealth Management sold 2,204 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $157K.
- iShares MSCI EAFE ETF made up 0.42% of Oak Point Wealth Management's portfolio in Q1 2018, its #64 holding.
- Oak Point Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's iShares MSCI EAFE ETF position peaked at $561K in Q4 2017.
- 1,307 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.