Vontobel Swiss Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Vontobel Swiss 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
2020 Q2	–	Sell	-4,337	Closed	-$232K	–	81
2020 Q1	$232K	Sell	4,337 -3,453	-44%	-$219K	0.18%	79
2019 Q4	$541K	Sell	7,790 -1,500	-16%	-$101K	0.35%	60
2019 Q3	$606K	Hold	9,290	–	–	0.39%	59
2019 Q2	$611K	Buy	+9,290	New	+$608K	0.33%	67

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EFA Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 4,337 shares — an estimated $232K sold.

Vontobel Swiss Wealth Advisors first reported a position in EFA in Q2 2019 and held it in 4 quarters. The position peaked at $611K in Q2 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 4,337 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $232K.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2019 and held it in 4 quarters.
Vontobel Swiss Wealth Advisors's iShares MSCI EAFE ETF position peaked at $611K in Q2 2019.
1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.