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Cannell & Spears’s iShares MSCI EAFE ETF EFA Stock Holding History

Cannell & Spears’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
-3,930
Closed -$250K – 241
2020
Q3 		$250K Buy
+3,930
New +$251K 0.02% 186
2020
Q1 		– Sell
-10,972
Closed -$762K – 229
2019
Q4 		$762K Buy
+10,972
New +$741K 0.08% 79

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

Cannell & Spears's EFA Position: Q4 2020 in Review

Cannell & Spears sold out of iShares MSCI EAFE ETF (EFA) in Q4 2020, closing a stake of 3,930 shares — an estimated $250K sold.

Cannell & Spears first reported a position in EFA in Q4 2019 and held it in 2 quarters. The position peaked at $762K in Q4 2019. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

  • Cannell & Spears reported no remaining iShares MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Cannell & Spears sold 3,930 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $250K.
  • Cannell & Spears first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
  • Cannell & Spears's iShares MSCI EAFE ETF position peaked at $762K in Q4 2019.
  • 1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Cannell & Spears's 13F filing for Q4 2020, filed 12 Feb 2021.