Cascadia Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Cascadia Advisory Services’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 Q4	$3.01M	Buy	+43,367	New	+$2.93M	0.86%	20

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cascadia Advisory Services's EFA Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2019: 43,367 shares worth $3.01M. The stake represents 0.86% of the portfolio and ranks #20 among its holdings.

1,584 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

Cascadia Advisory Services held 43,367 shares of iShares MSCI EAFE ETF worth $3.01M as of Q4 2019.
iShares MSCI EAFE ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares MSCI EAFE ETF made up 0.86% of Cascadia Advisory Services's portfolio in Q4 2019, its #20 holding.
1,584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.