TrinityPoint Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

TrinityPoint Wealth’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	–	Sell	-9,411	Closed	-$553K	–	184
2018 Q4	$553K	Buy	+9,411	New	+$588K	0.34%	81

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's EFA Position: Q1 2019 in Review

TrinityPoint Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 9,411 shares — an estimated $553K sold.

TrinityPoint Wealth first reported a position in EFA in Q4 2018 and held it in 1 quarter. The position peaked at $553K in Q4 2018. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

TrinityPoint Wealth reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
TrinityPoint Wealth sold 9,411 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $553K.
TrinityPoint Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
TrinityPoint Wealth's iShares MSCI EAFE ETF position peaked at $553K in Q4 2018.
1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on TrinityPoint Wealth's 13F filing for Q1 2019, filed 7 May 2019.