Blue Sky Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Blue Sky Asset Management’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 Q4	–	Sell	-7,300	Closed	-$465K	–	21
2020 Q3	$465K	Sell	7,300 -15,164	-68%	-$970K	2.02%	12
2020 Q2	$1.37M	Buy	+22,464	New	+$1.3M	1.69%	18
2020 Q1	–	Sell	-63,054	Closed	-$4.38M	–	76
2019 Q4	$4.38M	Buy	+63,054	New	+$4.26M	1.26%	23
2017 Q2	–	Sell	-192,935	Closed	-$12M	–	92
2017 Q1	$12M	Buy	+192,935	New	+$11.7M	7.21%	4

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Sky Asset Management's EFA Position: Q4 2020 in Review

Blue Sky Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2020, closing a stake of 7,300 shares — an estimated $465K sold.

Blue Sky Asset Management first reported a position in EFA in Q1 2017 and held it in 4 quarters. The position peaked at $12M in Q1 2017. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

Blue Sky Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
Blue Sky Asset Management sold 7,300 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $465K.
Blue Sky Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 4 quarters.
Blue Sky Asset Management's iShares MSCI EAFE ETF position peaked at $12M in Q1 2017.
1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Blue Sky Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.