Cornerstone Advisors (Washington)’s iShares MSCI EAFE ETF EFA Stock Holding History

Cornerstone Advisors (Washington)’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	-37,121	Closed	-$2.58M	–	772
2019 Q4	$2.58M	Buy	37,121 +390	+1%	+$26.3K	0.31%	7
2019 Q3	$2.4M	Buy	36,731 +1,135	+3%	+$73.1K	0.32%	8
2019 Q2	$2.34M	Buy	35,596 +715	+2%	+$46.8K	0.22%	12
2019 Q1	$2.26M	Sell	34,881 -4,426	-11%	-$279K	0.22%	14
2018 Q4	$2.31M	Buy	39,307 +378	+1%	+$23.6K	0.41%	11
2018 Q3	$2.65M	Buy	38,929 +1,000	+3%	+$67.5K	1.71%	9
2018 Q2	$2.54M	Buy	37,929 +667	+2%	+$46.8K	1.73%	10
2018 Q1	$2.6M	Hold	37,262	–	–	1.77%	8
2017 Q4	$2.62M	Hold	37,262	–	–	1.74%	8
2017 Q3	$2.55M	Hold	37,262	–	–	1.76%	8
2017 Q2	$2.43M	Hold	37,262	–	–	1.36%	8
2017 Q1	$2.32M	Buy	37,262 +33,036	+782%	+$2M	1.27%	8
2016 Q4	$244K	Buy	+4,226	New	+$244K	0.2%	75
2014 Q3	–	Sell	-430	Closed	-$29K	–	606
2014 Q2	$29K	Hold	430	–	–	0.03%	119
2014 Q1	$29K	Buy	+430	New	+$28.4K	0.03%	108

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cornerstone Advisors (Washington)'s EFA Position: Q1 2020 in Review

Cornerstone Advisors (Washington) sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 37,121 shares — an estimated $2.58M sold.

Cornerstone Advisors (Washington) first reported a position in EFA in Q1 2014 and held it in 15 quarters. The position peaked at $2.65M in Q3 2018. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Cornerstone Advisors (Washington) reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 37,121 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $2.58M.
Cornerstone Advisors (Washington) first reported a position in iShares MSCI EAFE ETF in Q1 2014 and held it in 15 quarters.
Cornerstone Advisors (Washington)'s iShares MSCI EAFE ETF position peaked at $2.65M in Q3 2018.
1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2020, filed 22 Apr 2020.