WESPAC Advisors SoCal’s iShares MSCI EAFE ETF EFA Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-75	Closed	-$4K	–	146
2019 Q1	$4K	Buy	+75	New	+$4.72K	﹤0.01%	295
2018 Q4	–	Hold	0	–	–	–	308
2018 Q3	–	Hold	0	–	–	–	174
2018 Q2	–	Sell	-710	Closed	-$49K	–	130
2018 Q1	$49K	Buy	710 +380	+115%	+$27.1K	0.03%	115
2017 Q4	$23K	Buy	330 +300	+1,000%	+$20.9K	0.01%	152
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	244
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	232
2017 Q1	$1.87K	Buy	+30	New	+$1.81K	﹤0.01%	231

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

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

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

WESPAC Advisors SoCal's EFA Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares MSCI EAFE ETF (EFA) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in EFA in Q1 2017 and held it in 6 quarters. The position peaked at $49K in Q1 2018. 1,389 funds tracked by Wall St. Rank hold EFA as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 75 iShares MSCI EAFE ETF shares in Q2 2019, an estimated $4K.
WESPAC Advisors SoCal first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 6 quarters.
WESPAC Advisors SoCal's iShares MSCI EAFE ETF position peaked at $49K in Q1 2018.
1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.