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Peachtree Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Peachtree Investment 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
-3,085
Closed -$215K – 75
2018
Q1 		$215K Hold
3,085
– – 0.16% 76
2017
Q4 		$217K Hold
3,085
– – 0.17% 76
2017
Q3 		$211K Sell
3,085
-27
-0.9% -$1.8K 0.18% 75
2017
Q2 		$203K Sell
3,112
-115
-4% -$7.44K 0.17% 81
2017
Q1 		$201K Sell
3,227
-1,273
-28% -$77K 0.18% 82
2016
Q4 		$260K Hold
4,500
– – 0.26% 82
2016
Q3 		$266K Sell
4,500
-3,765
-46% -$218K 0.26% 76
2016
Q2 		$461K Sell
8,265
-23,461
-74% -$1.35M 0.47% 55
2016
Q1 		$1.81M Sell
31,726
-3,120
-9% -$172K 1.82% 15
2015
Q4 		$2.05M Buy
34,846
+20
+0.1% +$1.21K 2.14% 9
2015
Q3 		$2M Sell
34,826
-2,992
-8% -$185K 2.07% 8
2015
Q2 		$2.4M Sell
37,818
-5,638
-13% -$375K 1.79% 8
2015
Q1 		$2.79M Sell
43,456
-6,277
-13% -$395K 2% 6
2014
Q4 		$3.03M Sell
49,733
-360
-0.7% -$22.5K 2.03% 7
2014
Q3 		$3.21M Buy
50,093
+350
+0.7% +$23.3K 2.15% 5
2014
Q2 		$3.4M Sell
49,743
-1,304
-3% -$89.4K 2.27% 6
2014
Q1 		$3.43M Sell
51,047
-6,237
-11% -$412K 2.34% 6
2013
Q4 		$3.84M Buy
+57,284
New +$3.74M 2.62% 6

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

Peachtree Investment Advisors's EFA Position: Q2 2018 in Review

Peachtree Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2018, closing a stake of 3,085 shares — an estimated $215K sold.

Peachtree Investment Advisors first reported a position in EFA in Q4 2013 and held it in 18 quarters. The position peaked at $3.84M in Q4 2013. 1,286 funds tracked by Wall St. Rank hold EFA as of Q2 2018.

  • Peachtree Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Peachtree Investment Advisors sold 3,085 iShares MSCI EAFE ETF shares in Q2 2018, an estimated $215K.
  • Peachtree Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 18 quarters.
  • Peachtree Investment Advisors's iShares MSCI EAFE ETF position peaked at $3.84M in Q4 2013.
  • 1,286 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2018.

Based on Peachtree Investment Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.