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Boston Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Boston 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
2019
Q3 		$1.66M Sell
25,450
-22,209
-47% -$1.43M 0.09% 287
2019
Q2 		$3.13M Sell
47,659
-4,136
-8% -$271K 0.17% 163
2019
Q1 		$3.36M Buy
51,795
+4,971
+11% +$313K 0.17% 164
2018
Q4 		$2.75M Sell
46,824
-8,717
-16% -$544K 0.16% 163
2018
Q3 		$3.78M Sell
55,541
-119,679
-68% -$8.08M 0.16% 206
2018
Q2 		$11.7M Sell
175,220
-2,383
-1% -$167K 0.29% 84
2018
Q1 		$12.4M Sell
177,603
-4,141
-2% -$295K 0.32% 89
2017
Q4 		$12.8M Buy
181,744
+5,858
+3% +$407K 0.28% 109
2017
Q3 		$12M Buy
175,886
+712
+0.4% +$47.6K 0.27% 110
2017
Q2 		$11.4M Buy
175,174
+34,255
+24% +$2.22M 0.26% 121
2017
Q1 		$8.78M Buy
140,919
+106,138
+305% +$6.42M 0.21% 146
2016
Q4 		$2.01M Buy
34,781
+1,957
+6% +$113K 0.05% 292
2016
Q3 		$1.94M Sell
32,824
-1,995
-6% -$116K 0.05% 284
2016
Q2 		$1.94M Buy
34,819
+6,962
+25% +$401K 0.05% 277
2016
Q1 		$1.59M Buy
27,857
+74
+0.3% +$4.08K 0.04% 273
2015
Q4 		$1.63M Sell
27,783
-1,760
-6% -$106K 0.04% 278
2015
Q3 		$1.69M Sell
29,543
-374
-1% -$23.1K 0.06% 303
2015
Q2 		$1.9M Sell
29,917
-2,409
-7% -$160K 0.08% 215
2015
Q1 		$2.07M Sell
32,326
-30
-0.1% -$1.89K 0.08% 213
2014
Q4 		$1.97M Sell
32,356
-1,131
-3% -$70.6K 0.08% 200
2014
Q3 		$2.15M Buy
33,487
+12
+0% +$800 0.09% 200
2014
Q2 		$2.29M Sell
33,475
-509
-1% -$34.9K 0.1% 200
2014
Q1 		$2.28M Sell
33,984
-1,367
-4% -$90.3K 0.1% 197
2013
Q4 		$2.37M Sell
35,351
-2,697
-7% -$176K 0.11% 171
2013
Q3 		$2.43M Buy
38,048
+8,400
+28% +$515K 0.13% 158
2013
Q2 		$1.7M Buy
+29,648
New +$1.79M 0.08% 198

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Advisors's EFA Position: Q3 2019 in Review

Boston Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 47% in Q3 2019, selling an estimated $1.43M and leaving 25,450 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #287.

Boston Advisors first reported a position in EFA in Q2 2013 and has held it in 26 quarters since. The position peaked at $12.8M in Q4 2017. 1,393 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • Boston Advisors held 25,450 shares of iShares MSCI EAFE ETF worth $1.66M as of Q3 2019.
  • Boston Advisors sold 22,209 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $1.43M.
  • iShares MSCI EAFE ETF made up 0.09% of Boston Advisors's portfolio in Q3 2019, its #287 holding.
  • Boston Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's iShares MSCI EAFE ETF position peaked at $12.8M in Q4 2017.
  • 1,393 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.