BTS
EFA icon

BB&T Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

BB&T Securities’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
2017
Q4 		– Sell
-14,500
Closed -$992K – 1467
2017
Q3 		$992K Sell
14,500
-14,500
-50% -$969K 0.01% 751
2017
Q2 		$1.89M Buy
+29,000
New +$1.88M 0.03% 532

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BB&T Securities's EFA Position: Q3 2019 in Review

BB&T Securities reduced its iShares MSCI EAFE ETF (EFA) stake by 34% in Q3 2019, selling an estimated $6.4M and leaving 196,363 shares worth $12.8M. The position accounts for 0.12% of the portfolio, ranked #222.

BB&T Securities first reported a position in EFA in Q2 2013 and has held it in 26 quarters since. The position peaked at $34.4M in Q4 2018. 1,394 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • BB&T Securities held 196,363 shares of iShares MSCI EAFE ETF worth $12.8M as of Q3 2019.
  • BB&T Securities sold 99,352 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $6.4M.
  • iShares MSCI EAFE ETF made up 0.12% of BB&T Securities's portfolio in Q3 2019, its #222 holding.
  • BB&T Securities first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's iShares MSCI EAFE ETF position peaked at $34.4M in Q4 2018.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.