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Boston Trust Walden’s iShares MSCI EAFE ETF EFA Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-7,397
Closed -$514K – 359
2019
Q4 		$514K Sell
7,397
-1,010
-12% -$68.2K 0.01% 321
2019
Q3 		$548K Buy
8,407
+682
+9% +$44K 0.01% 320
2019
Q2 		$508K Sell
7,725
-31,714
-80% -$2.08M 0.01% 325
2019
Q1 		$2.56M Buy
39,439
+33,193
+531% +$2.09M 0.03% 263
2018
Q4 		$367K Sell
6,246
-2,562
-29% -$160K 0.01% 338
2018
Q3 		$599K Sell
8,808
-450
-5% -$30.4K 0.01% 326
2018
Q2 		$620K Buy
9,258
+2,115
+30% +$148K 0.01% 321
2018
Q1 		$498K Buy
7,143
+420
+6% +$29.9K 0.01% 334
2017
Q4 		$473K Buy
6,723
+350
+5% +$24.3K 0.01% 337
2017
Q3 		$436K Hold
6,373
– – 0.01% 344
2017
Q2 		$416K Buy
+6,373
New +$412K 0.01% 342
2015
Q3 		– Sell
-8,263
Closed -$525K – 354
2015
Q2 		$525K Hold
8,263
– – 0.01% 312
2015
Q1 		$530K Sell
8,263
-152
-2% -$9.57K 0.01% 308
2014
Q4 		$512K Sell
8,415
-1,000
-11% -$62.4K 0.01% 310
2014
Q3 		$604K Buy
9,415
+152
+2% +$10.1K 0.01% 302
2014
Q2 		$633K Hold
9,263
– – 0.01% 294
2014
Q1 		$622K Hold
9,263
– – 0.01% 277
2013
Q4 		$622K Buy
9,263
+183
+2% +$12K 0.01% 282
2013
Q3 		$579K Hold
9,080
– – 0.01% 274
2013
Q2 		$520K Buy
+9,080
New +$549K 0.01% 269

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Boston Trust Walden's EFA Position: Q1 2020 in Review

Boston Trust Walden sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 7,397 shares — an estimated $514K sold.

Boston Trust Walden first reported a position in EFA in Q2 2013 and held it in 20 quarters. The position peaked at $2.56M in Q1 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Boston Trust Walden reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Boston Trust Walden sold 7,397 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $514K.
  • Boston Trust Walden first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 20 quarters.
  • Boston Trust Walden's iShares MSCI EAFE ETF position peaked at $2.56M in Q1 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Boston Trust Walden's 13F filing for Q1 2020, filed 21 Apr 2020.