Harborview Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Harborview Advisors’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 Q3	$481K	Sell	6,166 -32	-0.5%	-$2.56K	0.27%	65
2021 Q2	$489K	Buy	6,198 +84	+1%	+$6.67K	0.27%	65
2021 Q1	$464K	Sell	6,114 -42	-0.7%	-$3.16K	0.28%	65
2020 Q4	$449K	Sell	6,156 -419	-6%	-$28.7K	0.3%	62
2020 Q3	$418K	Buy	6,575 +590	+10%	+$37.8K	0.32%	61
2020 Q2	$364K	Buy	5,985 +183	+3%	+$10.6K	0.3%	60
2020 Q1	$310K	Buy	5,802 +450	+8%	+$28.6K	0.31%	59
2019 Q4	$372K	Sell	5,352 -8	-0.1%	-$540	0.29%	53
2019 Q3	$350K	Sell	5,360 -511	-9%	-$32.9K	0.28%	54
2019 Q2	$386K	Sell	5,871 -471	-7%	-$30.8K	0.31%	49
2019 Q1	$411K	Buy	6,342 +706	+13%	+$44.5K	0.36%	41
2018 Q4	$331K	Buy	5,636 +51	+0.9%	+$3.19K	0.39%	33
2018 Q3	$380K	Sell	5,585 -500	-8%	-$33.8K	0.39%	37
2018 Q2	$408K	Buy	6,085 +788	+15%	+$55.2K	0.38%	43
2018 Q1	$369K	Buy	5,297 +442	+9%	+$31.5K	0.35%	43
2017 Q4	$341K	Buy	+4,855	New	+$338K	0.33%	44

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harborview Advisors's EFA Position: Q3 2021 in Review

Harborview Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.52% in Q3 2021, selling an estimated $2.56K and leaving 6,166 shares worth $481K. The position accounts for 0.27% of the portfolio, ranked #65.

Harborview Advisors first reported a position in EFA in Q4 2017 and has held it in 16 quarters since. The position peaked at $489K in Q2 2021. 1,597 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

Harborview Advisors held 6,166 shares of iShares MSCI EAFE ETF worth $481K as of Q3 2021.
Harborview Advisors sold 32 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $2.56K.
iShares MSCI EAFE ETF made up 0.27% of Harborview Advisors's portfolio in Q3 2021, its #65 holding.
Harborview Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares MSCI EAFE ETF position peaked at $489K in Q2 2021.
1,597 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.