Hartford Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Hartford Financial 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	-268	Closed	-$19K	–	353
2019 Q4	$19K	Hold	268	–	–	0.01%	261
2019 Q3	$17K	Hold	268	–	–	0.01%	270
2019 Q2	$18K	Hold	268	–	–	0.01%	267
2019 Q1	$17K	Hold	268	–	–	0.01%	274
2018 Q4	$16K	Hold	268	–	–	0.01%	277
2018 Q3	$18K	Sell	268 -70	-21%	-$4.73K	0.01%	280
2018 Q2	$23K	Buy	+338	New	+$23.7K	0.01%	270
2017 Q4	–	Sell	-334	Closed	-$22K	–	353
2017 Q3	$22K	Buy	+334	New	+$22.3K	0.01%	235

Other funds holding EFA

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

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hartford Financial Management's EFA Position: Q1 2020 in Review

Hartford Financial Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 268 shares — an estimated $19K sold.

Hartford Financial Management first reported a position in EFA in Q3 2017 and held it in 8 quarters. The position peaked at $23K in Q2 2018. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Hartford Financial Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Hartford Financial Management sold 268 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $19K.
Hartford Financial Management first reported a position in iShares MSCI EAFE ETF in Q3 2017 and held it in 8 quarters.
Hartford Financial Management's iShares MSCI EAFE ETF position peaked at $23K in Q2 2018.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Hartford Financial Management's 13F filing for Q1 2020, filed 1 May 2020.