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Great Lakes Retirement’s iShares MSCI EAFE ETF EFA Stock Holding History

Great Lakes Retirement’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 		$316K Sell
5,900
-784
-12% -$49.8K 0.14% 107
2019
Q4 		$461K Buy
+6,684
New +$451K 0.14% 137

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 $5.72T AUM 30.48% 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 $173B AUM 20.72% 1-Year Est. Return

Great Lakes Retirement's EFA Position: Q1 2020 in Review

Great Lakes Retirement reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2020, selling an estimated $49.8K and leaving 5,900 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #107.

Great Lakes Retirement first reported a position in EFA in Q4 2019 and has held it in 2 quarters since. The position peaked at $461K in Q4 2019. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Great Lakes Retirement held 5,900 shares of iShares MSCI EAFE ETF worth $316K as of Q1 2020.
  • Great Lakes Retirement sold 784 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $49.8K.
  • iShares MSCI EAFE ETF made up 0.14% of Great Lakes Retirement's portfolio in Q1 2020, its #107 holding.
  • Great Lakes Retirement first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 2 quarters since.
  • Great Lakes Retirement's iShares MSCI EAFE ETF position peaked at $461K in Q4 2019.
  • 1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Great Lakes Retirement's 13F filing for Q1 2020, filed 4 Jun 2020.