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Wealth & Pension Services Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth & Pension Services Group’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
2018
Q4 		– Sell
-3,219
Closed -$219K – 101
2018
Q3 		$219K Buy
+3,219
New +$217K 0.22% 71

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth & Pension Services Group's EFA Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 3,219 shares — an estimated $219K sold.

Wealth & Pension Services Group first reported a position in EFA in Q3 2018 and held it in 1 quarter. The position peaked at $219K in Q3 2018. 1,401 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 3,219 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $219K.
  • Wealth & Pension Services Group first reported a position in iShares MSCI EAFE ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares MSCI EAFE ETF position peaked at $219K in Q3 2018.
  • 1,401 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.