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Abbot Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Abbot Financial 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 		– Sell
-2,736
Closed -$208K – 134
2021
Q1 		$208K Sell
2,736
-2,125
-44% -$160K 0.09% 126
2020
Q4 		$355K Sell
4,861
-500
-9% -$34.2K 0.2% 89
2020
Q3 		$341K Sell
5,361
-400
-7% -$25.6K 0.22% 87
2020
Q2 		$351K Sell
5,761
-400
-6% -$23.1K 0.24% 87
2020
Q1 		$329K Sell
6,161
-435
-7% -$27.6K 0.27% 82
2019
Q4 		$458K Hold
6,596
– – 0.29% 79
2019
Q3 		$430K Hold
6,596
– – 0.31% 82
2019
Q2 		$434K Sell
6,596
-250
-4% -$16.4K 0.31% 78
2019
Q1 		$444K Sell
6,846
-50
-0.7% -$3.15K 0.34% 73
2018
Q4 		$405K Buy
6,896
+600
+10% +$37.5K 0.36% 69
2018
Q3 		$428K Sell
6,296
-100
-2% -$6.75K 0.32% 76
2018
Q2 		$428K Sell
6,396
-455
-7% -$31.9K 0.34% 74
2018
Q1 		$477K Sell
6,851
-25
-0.4% -$1.78K 0.38% 70
2017
Q4 		$483K Sell
6,876
-75
-1% -$5.21K 0.39% 72
2017
Q3 		$482K Sell
6,951
-275
-4% -$18.4K 0.4% 72
2017
Q2 		$471K Buy
+7,226
New +$468K 0.42% 70

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abbot Financial Management's EFA Position: Q2 2021 in Review

Abbot Financial Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 2,736 shares — an estimated $208K sold.

Abbot Financial Management first reported a position in EFA in Q2 2017 and held it in 16 quarters. The position peaked at $483K in Q4 2017. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • Abbot Financial Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Abbot Financial Management sold 2,736 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $208K.
  • Abbot Financial Management first reported a position in iShares MSCI EAFE ETF in Q2 2017 and held it in 16 quarters.
  • Abbot Financial Management's iShares MSCI EAFE ETF position peaked at $483K in Q4 2017.
  • 1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Abbot Financial Management's 13F filing for Q2 2021, filed 5 Aug 2021.