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Bivin & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Bivin & Associates’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
2022
Q2 		$45K Hold
720
– – 0.05% 76
2022
Q1 		$53K Hold
720
– – 0.05% 76
2021
Q4 		$57K Buy
+720
New +$57K 0.05% 82

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bivin & Associates's EFA Position: Q2 2022 in Review

Bivin & Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2022 at 720 shares worth $45K. The position accounts for 0.05% of the portfolio, ranked #76.

Bivin & Associates first reported a position in EFA in Q4 2021 and has held it in 3 quarters since. The position peaked at $57K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

  • Bivin & Associates held 720 shares of iShares MSCI EAFE ETF worth $45K as of Q2 2022.
  • Bivin & Associates left its iShares MSCI EAFE ETF share count unchanged in Q2 2022.
  • iShares MSCI EAFE ETF made up 0.05% of Bivin & Associates's portfolio in Q2 2022, its #76 holding.
  • Bivin & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares MSCI EAFE ETF position peaked at $57K in Q4 2021.
  • 1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.