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Affinia Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Affinia Financial Group’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
Q1 		– Sell
-6,757
Closed -$728K – 19
2019
Q4 		$728K Buy
+6,757
New +$456K 0.48% 9

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Affinia Financial Group's EFA Position: Q1 2020 in Review

Affinia Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 6,757 shares — an estimated $728K sold.

Affinia Financial Group first reported a position in EFA in Q4 2019 and held it in 1 quarter. The position peaked at $728K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Affinia Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Affinia Financial Group sold 6,757 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $728K.
  • Affinia Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Affinia Financial Group's iShares MSCI EAFE ETF position peaked at $728K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Affinia Financial Group's 13F filing for Q1 2020, filed 14 May 2020.