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Fiduciary Trust International of Pennsylvania’s iShares MSCI EAFE ETF EFA Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$3.17M Buy
+59,279
New +$3.76M 0.15% 137
2019
Q4 		– Sell
-72,213
Closed -$4.71M – 328
2019
Q3 		$4.71M Sell
72,213
-100
-0.1% -$6.44K 0.19% 128
2019
Q2 		$4.75M Buy
+72,313
New +$4.73M 0.19% 126
2018
Q2 		– Sell
-47,779
Closed -$3.33M – 349
2018
Q1 		$3.33M Sell
47,779
-1,640
-3% -$117K 0.15% 145
2017
Q4 		$3.47M Buy
+49,419
New +$3.44M 0.16% 151
2017
Q3 		– Sell
-47,269
Closed -$3.08M – 347
2017
Q2 		$3.08M Buy
47,269
+4,550
+11% +$294K 0.15% 156
2017
Q1 		$2.66M Sell
42,719
-3,093
-7% -$187K 0.2% 116
2016
Q4 		$2.65M Sell
45,812
-38,358
-46% -$2.21M 0.21% 112
2016
Q3 		$4.98M Buy
84,170
+12,193
+17% +$707K 0.4% 83
2016
Q2 		$4.02M Buy
71,977
+4,699
+7% +$270K 0.33% 90
2016
Q1 		$3.85M Buy
67,278
+1,539
+2% +$84.8K 0.33% 87
2015
Q4 		$3.86M Buy
65,739
+2,126
+3% +$128K 0.33% 89
2015
Q3 		$3.65M Buy
63,613
+13,464
+27% +$831K 0.34% 83
2015
Q2 		$3.18M Sell
50,149
-1,931
-4% -$129K 0.19% 129
2015
Q1 		$3.34M Sell
52,080
-800
-2% -$50.4K 0.22% 122
2014
Q4 		$3.22M Sell
52,880
-1,618
-3% -$101K 0.21% 122
2014
Q3 		$3.49M Sell
54,498
-14,763
-21% -$985K 0.24% 105
2014
Q2 		$4.74M Buy
69,261
+13,450
+24% +$922K 0.33% 85
2014
Q1 		$3.75M Buy
55,811
+14,878
+36% +$983K 0.27% 99
2013
Q4 		$2.75M Buy
40,933
+2,359
+6% +$154K 0.2% 130
2013
Q3 		$2.46M Buy
38,574
+4,475
+13% +$274K 0.2% 134
2013
Q2 		$1.95M Buy
+34,099
New +$2.06M 0.17% 143

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $202B AUM 37.79% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's EFA Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2020: 59,279 shares worth $3.17M. The stake represents 0.15% of the portfolio and ranks #137 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in EFA as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in EFA in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.98M in Q3 2016. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 59,279 shares of iShares MSCI EAFE ETF worth $3.17M as of Q1 2020.
  • iShares MSCI EAFE ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares MSCI EAFE ETF made up 0.15% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #137 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 22 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares MSCI EAFE ETF position peaked at $4.98M in Q3 2016.
  • 1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.