Beck Mack & Oliver’s iShares MSCI EAFE ETF EFA Stock Holding History

Beck Mack & Oliver’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 Q2	–	Sell	-7,500	Closed	-$401K	–	193
2020 Q1	$401K	Hold	7,500	–	–	0.02%	144
2019 Q4	$521K	Hold	7,500	–	–	0.02%	144
2019 Q3	$489K	Sell	7,500 -7,500	-50%	-$483K	0.02%	148
2019 Q2	$986K	Sell	15,000 -6,500	-30%	-$425K	0.03%	113
2019 Q1	$1.39M	Sell	21,500 -401	-2%	-$25.3K	0.05%	101
2018 Q4	$1.29M	Buy	+21,901	New	+$1.37M	0.05%	103

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beck Mack & Oliver's EFA Position: Q2 2020 in Review

Beck Mack & Oliver sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 7,500 shares — an estimated $401K sold.

Beck Mack & Oliver first reported a position in EFA in Q4 2018 and held it in 6 quarters. The position peaked at $1.39M in Q1 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Beck Mack & Oliver reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Beck Mack & Oliver sold 7,500 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $401K.
Beck Mack & Oliver first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 6 quarters.
Beck Mack & Oliver's iShares MSCI EAFE ETF position peaked at $1.39M in Q1 2019.
1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Beck Mack & Oliver's 13F filing for Q2 2020, filed 10 Aug 2020.