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

Signature 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
2018 Q4	–	Sell	-944	Closed	-$58K	–	134
2018 Q3	$58K	Buy	944 +435	+85%	+$29.4K	0.04%	104
2018 Q2	$34K	Buy	509 +10	+2%	+$701	0.03%	121
2018 Q1	$35K	Buy	499 +180	+56%	+$12.8K	0.03%	118
2017 Q4	$22K	Buy	+319	New	+$22.2K	0.02%	137

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

Signature Wealth Management Group's EFA Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 944 shares — an estimated $58K sold.

Signature Wealth Management Group first reported a position in EFA in Q4 2017 and held it in 4 quarters. The position peaked at $58K in Q3 2018. 1,401 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 944 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $58K.
Signature Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares MSCI EAFE ETF position peaked at $58K in Q3 2018.
1,401 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.