Riverpoint Wealth Management Holdings’s iShares MSCI EAFE ETF EFA Stock Holding History

Riverpoint Wealth Management Holdings’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 Q2	–	Sell	-6,096	Closed	-$326K	–	72
2020 Q1	$326K	Sell	6,096 -11,759	-66%	-$746K	0.16%	52
2019 Q4	$1.24M	Buy	17,855 +146	+0.8%	+$9.86K	0.49%	31
2019 Q3	$1.16M	Hold	17,709	–	–	0.51%	27
2019 Q2	$1.16M	Buy	17,709 +310	+2%	+$20.3K	0.53%	27
2019 Q1	$1.13M	Hold	17,399	–	–	0.54%	26
2018 Q4	$1.02M	Buy	17,399 +161	+0.9%	+$10.1K	0.57%	25
2018 Q3	$1.17M	Sell	17,238 -242	-1%	-$16.3K	0.6%	22
2018 Q2	$1.17M	Buy	17,480 +293	+2%	+$20.5K	0.65%	22
2018 Q1	$1.2M	Hold	17,187	–	–	0.72%	18
2017 Q4	$1.21M	Sell	17,187 -605	-3%	-$42.1K	0.75%	17
2017 Q3	$1.22M	Buy	17,792 +1	+0%	+$67	0.8%	17
2017 Q2	$1.16M	Buy	17,791 +234	+1%	+$15.1K	0.81%	16
2017 Q1	$1.09M	Hold	17,557	–	–	0.82%	15
2016 Q4	$1.04M	Buy	+17,557	New	+$1.01M	0.85%	15

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Riverpoint Wealth Management Holdings's EFA Position: Q2 2020 in Review

Riverpoint Wealth Management Holdings sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 6,096 shares — an estimated $326K sold.

Riverpoint Wealth Management Holdings first reported a position in EFA in Q4 2016 and held it in 14 quarters. The position peaked at $1.24M in Q4 2019. 1,418 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Riverpoint Wealth Management Holdings reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 6,096 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $326K.
Riverpoint Wealth Management Holdings first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 14 quarters.
Riverpoint Wealth Management Holdings's iShares MSCI EAFE ETF position peaked at $1.24M in Q4 2019.
1,418 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2020, filed 3 Aug 2020.