AF
EFA icon

Aldebaran Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Aldebaran Financial’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
-23,217
Closed -$1.61M – 88
2019
Q4 		$1.61M Sell
23,217
-1,855
-7% -$125K 1.22% 29
2019
Q3 		$1.62M Buy
25,072
+705
+3% +$45.4K 1.08% 35
2019
Q2 		$1.6M Sell
24,367
-7,305
-23% -$478K 1.11% 33
2019
Q1 		$2.05M Sell
31,672
-8,172
-21% -$515K 1.44% 22
2018
Q4 		$2.34M Buy
39,844
+150
+0.4% +$9.37K 1.78% 15
2018
Q3 		$2.7M Sell
39,694
-2,073
-5% -$140K 1.75% 16
2018
Q2 		$2.8M Buy
41,767
+6,192
+17% +$434K 1.92% 16
2018
Q1 		$2.48M Buy
35,575
+80
+0.2% +$5.7K 1.66% 19
2017
Q4 		$2.5M Buy
35,495
+1,370
+4% +$95.3K 1.66% 23
2017
Q3 		$2.34M Buy
34,125
+1,245
+4% +$83.2K 1.61% 21
2017
Q2 		$2.14M Buy
32,880
+6,632
+25% +$429K 1.56% 21
2017
Q1 		$1.64M Sell
26,248
-990
-4% -$59.8K 1.24% 28
2016
Q4 		$1.57M Buy
27,238
+512
+2% +$29.5K 1.24% 29
2016
Q3 		$1.58M Buy
26,726
+114
+0.4% +$6.61K 1.25% 31
2016
Q2 		$1.47M Buy
26,612
+13,401
+101% +$771K 1.18% 33
2016
Q1 		$755K Buy
13,211
+290
+2% +$16K 0.66% 52
2015
Q4 		$747K Hold
12,921
– – 0.69% 46
2015
Q3 		$741K Buy
12,921
+25
+0.2% +$1.54K 0.7% 47
2015
Q2 		$819K Buy
12,896
+600
+5% +$40K 0.69% 50
2015
Q1 		$789K Buy
12,296
+4,250
+53% +$268K 0.68% 54
2014
Q4 		$490K Hold
8,046
– – 0.43% 70
2014
Q3 		$516K Sell
8,046
-1,500
-16% -$100K 0.46% 64
2014
Q2 		$653K Hold
9,546
– – 0.51% 59
2014
Q1 		$641K Buy
9,546
+5,318
+126% +$351K 0.56% 63
2013
Q4 		$284K Buy
+4,228
New +$276K 0.27% 95

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aldebaran Financial's EFA Position: Q1 2020 in Review

Aldebaran Financial sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 23,217 shares — an estimated $1.61M sold.

Aldebaran Financial first reported a position in EFA in Q4 2013 and held it in 25 quarters. The position peaked at $2.8M in Q2 2018. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Aldebaran Financial reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Aldebaran Financial sold 23,217 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $1.61M.
  • Aldebaran Financial first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 25 quarters.
  • Aldebaran Financial's iShares MSCI EAFE ETF position peaked at $2.8M in Q2 2018.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Aldebaran Financial's 13F filing for Q1 2020, filed 24 Apr 2020.