SWM
EFA icon

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

Strategic Wealth Management’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
Q3 		– Sell
-72,051
Closed -$4.74M – 20
2019
Q2 		$4.74M Buy
+72,051
New +$4.72M 3.67% 9

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Wealth Management's EFA Position: Q3 2019 in Review

Strategic Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2019, closing a stake of 72,051 shares — an estimated $4.74M sold.

Strategic Wealth Management first reported a position in EFA in Q2 2019 and held it in 1 quarter. The position peaked at $4.74M in Q2 2019. 1,393 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • Strategic Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Management sold 72,051 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $4.74M.
  • Strategic Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2019 and held it in 1 quarter.
  • Strategic Wealth Management's iShares MSCI EAFE ETF position peaked at $4.74M in Q2 2019.
  • 1,393 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Strategic Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.