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

Torch 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 Q4	$1.59M	Buy	22,930 +1,515	+7%	+$102K	0.88%	42
2019 Q3	$1.4M	Sell	21,415 -85	-0.4%	-$5.48K	0.83%	44
2019 Q2	$1.41M	Buy	21,500 +25	+0.1%	+$1.64K	0.85%	45
2019 Q1	$1.39M	Buy	21,475 +100	+0.5%	+$6.3K	0.86%	46
2018 Q4	$1.26M	Buy	21,375 +2,100	+11%	+$131K	0.9%	44
2018 Q3	$1.31M	Buy	19,275 +200	+1%	+$13.5K	0.79%	52
2018 Q2	$1.28M	Buy	19,075 +1,275	+7%	+$89.4K	0.8%	51
2018 Q1	$1.24M	Buy	17,800 +1,180	+7%	+$84.1K	0.8%	49
2017 Q4	$1.17M	Buy	16,620 +256	+2%	+$17.8K	0.71%	52
2017 Q3	$1.12M	Buy	16,364 +1,614	+11%	+$108K	0.74%	52
2017 Q2	$962K	Buy	14,750 +5,670	+62%	+$367K	0.66%	52
2017 Q1	$566K	Buy	9,080 +665	+8%	+$40.2K	0.38%	64
2016 Q4	$486K	Buy	+8,415	New	+$485K	0.34%	67
2014 Q4	–	Sell	-3,315	Closed	-$213K	–	93
2014 Q3	$213K	Buy	3,315 +195	+6%	+$13K	0.16%	92
2014 Q2	$213K	Buy	3,120 +260	+9%	+$17.8K	0.14%	94
2014 Q1	$192K	Buy	2,860 +670	+31%	+$44.3K	0.14%	92
2013 Q4	$147K	Buy	+2,190	New	+$143K	0.11%	98

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Torch Wealth Management's EFA Position: Q4 2019 in Review

Torch Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 7.1% in Q4 2019, buying an estimated $102K and bringing the position to 22,930 shares worth $1.59M. The position accounts for 0.88% of the portfolio, ranked #42.

Torch Wealth Management first reported a position in EFA in Q4 2013 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

Torch Wealth Management held 22,930 shares of iShares MSCI EAFE ETF worth $1.59M as of Q4 2019.
Torch Wealth Management bought 1,515 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $102K.
iShares MSCI EAFE ETF made up 0.88% of Torch Wealth Management's portfolio in Q4 2019, its #42 holding.
Torch Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 17 quarters since.
1,584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.