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

Peak 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 Q1	$330K	Hold	6,171	–	–	0.35%	19
2019 Q4	$429K	Hold	6,171	–	–	0.35%	18
2019 Q3	$402K	Hold	6,171	–	–	0.27%	22
2019 Q2	$386K	Hold	6,171	–	–	0.26%	22
2019 Q1	$400K	Hold	6,171	–	–	0.27%	26
2018 Q4	$363K	Sell	6,171 -129	-2%	-$8.06K	0.26%	32
2018 Q3	$402K	Buy	6,300 +129	+2%	+$8.71K	0.3%	30
2018 Q2	$413K	Hold	6,171	–	–	0.25%	48
2018 Q1	$430K	Sell	6,171 -2,212	-26%	-$158K	0.33%	29
2017 Q4	$574K	Hold	8,383	–	–	0.39%	46
2017 Q3	$574K	Sell	8,383 -874	-9%	-$58.4K	0.38%	46
2017 Q2	$604K	Buy	+9,257	New	+$599K	0.34%	68

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Peak Capital Management's EFA Position: Q1 2020 in Review

Peak Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2020 at 6,171 shares worth $330K. The position accounts for 0.35% of the portfolio, ranked #19.

Peak Capital Management first reported a position in EFA in Q2 2017 and has held it in 12 quarters since. The position peaked at $604K in Q2 2017. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Peak Capital Management held 6,171 shares of iShares MSCI EAFE ETF worth $330K as of Q1 2020.
Peak Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2020.
iShares MSCI EAFE ETF made up 0.35% of Peak Capital Management's portfolio in Q1 2020, its #19 holding.
Peak Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 12 quarters since.
Peak Capital Management's iShares MSCI EAFE ETF position peaked at $604K in Q2 2017.
1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Peak Capital Management's 13F filing for Q1 2020, filed 1 Apr 2020.