Advisory Alpha’s iShares MSCI EAFE ETF EFA Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-1,171	Closed	-$76K	–	248
2020 Q3	$76K	Buy	+1,171	New	+$74.9K	0.02%	175
2020 Q2	–	Sell	-3,034	Closed	-$166K	–	224
2020 Q1	$166K	Sell	3,034 -90,293	-97%	-$5.73M	0.05%	109
2019 Q4	$6.52M	Sell	93,327 -853	-0.9%	-$57.6K	1.58%	17
2019 Q3	$6.02M	Buy	94,180 +3,095	+3%	+$199K	1.78%	17
2019 Q2	$5.97M	Buy	91,085 +57,522	+171%	+$3.76M	1.99%	16
2019 Q1	$2.18M	Buy	33,563 +7,951	+31%	+$501K	0.79%	24
2018 Q4	$1.59M	Buy	+25,612	New	+$1.6M	0.75%	24

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha's EFA Position: Q4 2020 in Review

Advisory Alpha sold out of iShares MSCI EAFE ETF (EFA) in Q4 2020, closing a stake of 1,171 shares — an estimated $76K sold.

Advisory Alpha first reported a position in EFA in Q4 2018 and held it in 7 quarters. The position peaked at $6.52M in Q4 2019. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

Advisory Alpha reported no remaining iShares MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 1,171 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $76K.
Advisory Alpha first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 7 quarters.
Advisory Alpha's iShares MSCI EAFE ETF position peaked at $6.52M in Q4 2019.
1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.