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Fortem Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-519
Closed -$38K – 242
2020
Q4 		$38K Buy
+519
New +$35.5K 0.02% 260

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortem Financial Group's EFA Position: Q1 2021 in Review

Fortem Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2021, closing a stake of 519 shares — an estimated $38K sold.

Fortem Financial Group first reported a position in EFA in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 1,589 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

  • Fortem Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 519 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $38K.
  • Fortem Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's iShares MSCI EAFE ETF position peaked at $38K in Q4 2020.
  • 1,589 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.