Pekin Hardy Strauss’s iShares MSCI EAFE ETF EFA Stock Holding History

Pekin Hardy Strauss’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 Q4	–	Sell	-9,857	Closed	-$670K	–	199
2018 Q3	$670K	Buy	9,857 +785	+9%	+$53K	0.12%	115
2018 Q2	$608K	Buy	9,072 +511	+6%	+$35.8K	0.12%	112
2018 Q1	$597K	Buy	8,561 +975	+13%	+$69.5K	0.11%	114
2017 Q4	$533K	Buy	7,586 +175	+2%	+$12.2K	0.1%	117
2017 Q3	$508K	Buy	+7,411	New	+$495K	0.1%	120

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pekin Hardy Strauss's EFA Position: Q4 2018 in Review

Pekin Hardy Strauss sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 9,857 shares — an estimated $670K sold.

Pekin Hardy Strauss first reported a position in EFA in Q3 2017 and held it in 5 quarters. The position peaked at $670K in Q3 2018. 1,401 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

Pekin Hardy Strauss reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Pekin Hardy Strauss sold 9,857 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $670K.
Pekin Hardy Strauss first reported a position in iShares MSCI EAFE ETF in Q3 2017 and held it in 5 quarters.
Pekin Hardy Strauss's iShares MSCI EAFE ETF position peaked at $670K in Q3 2018.
1,401 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Pekin Hardy Strauss's 13F filing for Q4 2018, filed 12 Feb 2019.