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Berman Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Berman Capital 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
Q3 		$1.58M Sell
20,214
-310
-2% -$24.8K 0.25% 49
2021
Q2 		$1.62M Sell
20,524
-214
-1% -$17K 0.26% 49
2021
Q1 		$1.57M Sell
20,738
-765
-4% -$57.6K 0.33% 39
2020
Q4 		$1.57M Sell
21,503
-1,510
-7% -$103K 0.38% 34
2020
Q3 		$1.46M Sell
23,013
-709
-3% -$45.4K 0.42% 34
2020
Q2 		$1.44M Sell
23,722
-238
-1% -$13.8K 0.38% 37
2020
Q1 		$1.28M Sell
23,960
-102
-0.4% -$6.47K 0.41% 28
2019
Q4 		$1.67M Buy
24,062
+15
+0.1% +$1.01K 0.48% 27
2019
Q3 		$1.57M Sell
24,047
-171
-0.7% -$11K 0.49% 28
2019
Q2 		$1.59M Buy
24,218
+370
+2% +$24.2K 0.51% 26
2019
Q1 		$1.55M Buy
23,848
+22,801
+2,178% +$1.44M 0.52% 26
2018
Q4 		$61K Sell
1,047
-26,893
-96% -$1.68M 0.02% 234
2018
Q3 		$1.9M Sell
27,940
-1,816
-6% -$123K 0.8% 20
2018
Q2 		$1.99M Buy
29,756
+2,228
+8% +$156K 0.69% 25
2018
Q1 		$1.92M Sell
27,528
-4,291
-13% -$306K 0.73% 26
2017
Q4 		$2.24M Buy
+31,819
New +$2.21M 0.74% 26

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berman Capital Advisors's EFA Position: Q3 2021 in Review

Berman Capital Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q3 2021, selling an estimated $24.8K and leaving 20,214 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #49.

Berman Capital Advisors first reported a position in EFA in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.24M in Q4 2017. 1,598 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

  • Berman Capital Advisors held 20,214 shares of iShares MSCI EAFE ETF worth $1.58M as of Q3 2021.
  • Berman Capital Advisors sold 310 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $24.8K.
  • iShares MSCI EAFE ETF made up 0.25% of Berman Capital Advisors's portfolio in Q3 2021, its #49 holding.
  • Berman Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's iShares MSCI EAFE ETF position peaked at $2.24M in Q4 2017.
  • 1,598 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.