Bel Air Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bel Air Investment Advisors’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
2021 Q2	$18.1M	Buy	229,805 +5,975	+3%	+$475K	0.55%	38
2021 Q1	$17M	Buy	+223,830	New	+$16.9M	0.53%	39
2013 Q3	$977K	Buy	15,307 +2,385	+18%	+$146K	0.14%	61
2013 Q2	$740K	Buy	+12,922	New	+$781K	0.11%	64

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Bel Air Investment Advisors's EFA Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q2 2021, buying an estimated $475K and bringing the position to 229,805 shares worth $18.1M. The position accounts for 0.55% of the portfolio, ranked #38.

Bel Air Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 4 quarters since. 1,613 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Bel Air Investment Advisors held 229,805 shares of iShares MSCI EAFE ETF worth $18.1M as of Q2 2021.
Bel Air Investment Advisors bought 5,975 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $475K.
iShares MSCI EAFE ETF made up 0.55% of Bel Air Investment Advisors's portfolio in Q2 2021, its #38 holding.
Bel Air Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 4 quarters since.
1,613 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.