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20/20 Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

20/20 Capital 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
2021
Q2 		$221K Buy
+2,797
New +$222K 0.06% 156
2020
Q3 		– Sell
-3,501
Closed -$223K – 152
2020
Q2 		$223K Buy
+3,501
New +$202K 0.09% 129
2020
Q1 		– Sell
-3,528
Closed -$246K – 148
2019
Q4 		$246K Buy
+3,528
New +$238K 0.1% 131

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

20/20 Capital Management's EFA Position: Q2 2021 in Review

20/20 Capital Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2021: 2,797 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #156 among its holdings. This is a return to the name: 20/20 Capital Management previously reported a position in EFA as recently as Q2 2020.

20/20 Capital Management first reported a position in EFA in Q4 2019 and has held it in 3 quarters since. The position peaked at $246K in Q4 2019. 1,616 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • 20/20 Capital Management held 2,797 shares of iShares MSCI EAFE ETF worth $221K as of Q2 2021.
  • iShares MSCI EAFE ETF was a new 20/20 Capital Management position in Q2 2021.
  • iShares MSCI EAFE ETF made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #156 holding.
  • 20/20 Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 3 quarters since.
  • 20/20 Capital Management's iShares MSCI EAFE ETF position peaked at $246K in Q4 2019.
  • 1,616 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.