Bingham Osborn & Scarborough’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-172,520
| Closed | -$13.5M | – | 48 |
|
|
2021
Q3 | $13.5M | Sell |
172,520
-564
| -0.3% | -$45.1K | 0.95% | 15 |
|
|
2021
Q2 | $13.7M | Sell |
173,084
-5,519
| -3% | -$438K | 0.96% | 13 |
|
|
2021
Q1 | $13.6M | Sell |
178,603
-1,371
| -0.8% | -$103K | 1.03% | 12 |
|
|
2020
Q4 | $13.1M | Sell |
179,974
-13,220
| -7% | -$904K | 1.05% | 13 |
|
|
2020
Q3 | $12.3M | Sell |
193,194
-4,124
| -2% | -$264K | 0.93% | 15 |
|
|
2020
Q2 | $12M | Sell |
197,318
-14,610
| -7% | -$845K | 0.97% | 14 |
|
|
2020
Q1 | $11.3M | Buy |
211,928
+35,358
| +20% | +$2.24M | 1.12% | 14 |
|
|
2019
Q4 | $12.3M | Sell |
176,570
-880
| -0.5% | -$59.4K | 1% | 13 |
|
|
2019
Q3 | $11.6M | Sell |
177,450
-1,822
| -1% | -$117K | 1.03% | 12 |
|
|
2019
Q2 | $11.8M | Sell |
179,272
-2,291
| -1% | -$150K | 1.05% | 11 |
|
|
2019
Q1 | $11.8M | Sell |
181,563
-5,155
| -3% | -$325K | 1.09% | 11 |
|
|
2018
Q4 | $11M | Sell |
186,718
-7,614
| -4% | -$476K | 1.12% | 10 |
|
|
2018
Q3 | $13.2M | Sell |
194,332
-813
| -0.4% | -$54.9K | 1.18% | 11 |
|
|
2018
Q2 | $13.1M | Sell |
195,145
-5,846
| -3% | -$410K | 1.23% | 9 |
|
|
2018
Q1 | $14M | Sell |
200,991
-8,759
| -4% | -$625K | 1.32% | 9 |
|
|
2017
Q4 | $14.7M | Sell |
209,750
-13,879
| -6% | -$965K | 1.34% | 9 |
|
|
2017
Q3 | $15.3M | Sell |
223,629
-5,268
| -2% | -$352K | 1.43% | 9 |
|
|
2017
Q2 | $14.9M | Sell |
228,897
-8,879
| -4% | -$575K | 1.43% | 9 |
|
|
2017
Q1 | $14.8M | Sell |
237,776
-7,158
| -3% | -$433K | 1.46% | 9 |
|
|
2016
Q4 | $14.1M | Sell |
244,934
-10,277
| -4% | -$593K | 1.49% | 9 |
|
|
2016
Q3 | $15.1M | Sell |
255,211
-10,629
| -4% | -$616K | 1.6% | 9 |
|
|
2016
Q2 | $14.8M | Sell |
265,840
-21,002
| -7% | -$1.21M | 1.69% | 9 |
|
|
2016
Q1 | $16.4M | Sell |
286,842
-20,484
| -7% | -$1.13M | 1.91% | 9 |
|
|
2015
Q4 | $18M | Sell |
307,326
-13,438
| -4% | -$809K | 2.2% | 8 |
|
|
2015
Q3 | $18.4M | Sell |
320,764
-8,259
| -3% | -$510K | 2.31% | 8 |
|
|
2015
Q2 | $20.9M | Sell |
329,023
-7,133
| -2% | -$475K | 2.52% | 8 |
|
|
2015
Q1 | $21.6M | Sell |
336,156
-2,041
| -0.6% | -$128K | 2.57% | 8 |
|
|
2014
Q4 | $20.6M | Buy |
338,197
+1,751
| +0.5% | +$109K | 2.49% | 8 |
|
|
2014
Q3 | $21.6M | Buy |
336,446
+3,352
| +1% | +$224K | 2.7% | 8 |
|
|
2014
Q2 | $22.8M | Sell |
333,094
-5,120
| -2% | -$351K | 3.02% | 8 |
|
|
2014
Q1 | $22.7M | Buy |
338,214
+18,186
| +6% | +$1.2M | 3.19% | 8 |
|
|
2013
Q4 | $21.5M | Sell |
320,028
-3,863
| -1% | -$252K | 3.12% | 8 |
|
|
2013
Q3 | $20.7M | Sell |
323,891
-1,000
| -0.3% | -$61.3K | 3.3% | 8 |
|
|
2013
Q2 | $18.6M | Buy |
+324,891
| New | +$19.6M | 3.2% | 8 |
|
Other funds holding EFA
Bingham Osborn & Scarborough's EFA Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 172,520 shares — an estimated $13.5M sold.
Bingham Osborn & Scarborough first reported a position in EFA in Q2 2013 and held it in 34 quarters. The position peaked at $22.8M in Q2 2014. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 172,520 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $13.5M.
- Bingham Osborn & Scarborough first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares MSCI EAFE ETF position peaked at $22.8M in Q2 2014.
- 1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.