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Abundance Wealth Counselors’s iShares MSCI EAFE ETF EFA Stock Holding History

Abundance Wealth Counselors’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
-55
Closed -$4K – 173
2021
Q1 		$4K Buy
+55
New +$4.14K ﹤0.01% 298

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

Abundance Wealth Counselors's EFA Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 55 shares — an estimated $4K sold.

Abundance Wealth Counselors first reported a position in EFA in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 1,616 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 55 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $4K.
  • Abundance Wealth Counselors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's iShares MSCI EAFE ETF position peaked at $4K in Q1 2021.
  • 1,616 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.