Burleson & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Burleson & Co’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
2021 Q2	–	Sell	-20	Closed	-$2K	–	370
2021 Q1	$2K	Buy	+20	New	+$1.51K	﹤0.01%	311
2020 Q1	–	Sell	-32,097	Closed	-$2.25M	–	121
2019 Q4	$2.25M	Buy	32,097 +634	+2%	+$42.8K	0.63%	46
2019 Q3	$2.1M	Buy	+31,463	New	+$2.03M	0.73%	38

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Burleson & Co's EFA Position: Q2 2021 in Review

Burleson & Co sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Burleson & Co first reported a position in EFA in Q3 2019 and held it in 3 quarters. The position peaked at $2.25M in Q4 2019. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Burleson & Co reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Burleson & Co sold 20 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $2K.
Burleson & Co first reported a position in iShares MSCI EAFE ETF in Q3 2019 and held it in 3 quarters.
Burleson & Co's iShares MSCI EAFE ETF position peaked at $2.25M in Q4 2019.
1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.