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Sound View Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$1.21M Sell
18,585
-1,355
-7% -$85.4K 0.38% 76
2018
Q4 		$1.17M Buy
+19,940
New +$1.25M 0.42% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's EFA Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6.8% in Q1 2019, selling an estimated $85.4K and leaving 18,585 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #76.

Sound View Wealth Advisors first reported a position in EFA in Q4 2018 and has held it in 2 quarters since. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

  • Sound View Wealth Advisors held 18,585 shares of iShares MSCI EAFE ETF worth $1.21M as of Q1 2019.
  • Sound View Wealth Advisors sold 1,355 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $85.4K.
  • iShares MSCI EAFE ETF made up 0.38% of Sound View Wealth Advisors's portfolio in Q1 2019, its #76 holding.
  • Sound View Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.