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Prestige Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-1,575
Closed -$109K – 928
2019
Q4 		$109K Sell
1,575
-40
-2% -$2.7K 0.06% 156
2019
Q3 		$105K Hold
1,615
– – 0.06% 148
2019
Q2 		$106K Hold
1,615
– – 0.06% 149
2019
Q1 		$105K Hold
1,615
– – 0.06% 142
2018
Q4 		$95K Buy
+1,615
New +$101K 0.07% 147

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prestige Wealth Management Group's EFA Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 1,575 shares — an estimated $109K sold.

Prestige Wealth Management Group first reported a position in EFA in Q4 2018 and held it in 5 quarters. The position peaked at $109K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,575 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $109K.
  • Prestige Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
  • Prestige Wealth Management Group's iShares MSCI EAFE ETF position peaked at $109K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.