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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
-3,606
Closed -$250K – 97
2019
Q4 		$250K Hold
3,606
– – 0.06% 100
2019
Q3 		$235K Sell
3,606
-250
-6% -$16.1K 0.06% 95
2019
Q2 		$253K Sell
3,856
-1,030
-21% -$67.4K 0.07% 86
2019
Q1 		$317K Buy
4,886
+1,190
+32% +$75K 0.09% 65
2018
Q4 		$217K Buy
+3,696
New +$231K 0.07% 81
2018
Q3 		– Sell
-2,389
Closed -$160K – 166
2018
Q2 		$160K Hold
2,389
– – 0.06% 90
2018
Q1 		$166K Buy
+2,389
New +$170K 0.06% 85
2017
Q4 		– Sell
-2,389
Closed -$163K – 305
2017
Q3 		$163K Sell
2,389
-110
-4% -$7.35K 0.07% 67
2017
Q2 		$162K Sell
2,499
-600
-19% -$38.8K 0.06% 69
2017
Q1 		$194K Buy
3,099
+480
+18% +$29K 0.08% 57
2016
Q4 		$152K Sell
2,619
-107
-4% -$6.17K 0.04% 81
2016
Q3 		$161K Buy
2,726
+2,016
+284% +$117K 0.06% 67
2016
Q2 		$39K Buy
710
+277
+64% +$15.9K 0.02% 160
2016
Q1 		$24K Buy
433
+133
+44% +$7.33K 0.01% 193
2015
Q4 		$18K Buy
+300
New +$18.1K 0.01% 210

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's EFA Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 3,606 shares — an estimated $250K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EFA in Q4 2015 and held it in 15 quarters. The position peaked at $317K in Q1 2019. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,606 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $250K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 15 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI EAFE ETF position peaked at $317K in Q1 2019.
  • 1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.