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Hershey Trust Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Hershey Trust Company’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
-22,000
Closed -$1.6M – 40
2020
Q4 		$1.6M Hold
22,000
– – 0.02% 9
2020
Q3 		$1.4M Buy
+22,000
New +$1.41M 0.02% 7
2020
Q2 		– Sell
-45,500
Closed -$2.43M – 20
2020
Q1 		$2.43M Buy
+45,500
New +$2.89M 0.03% 7

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hershey Trust Company's EFA Position: Q1 2021 in Review

Hershey Trust Company sold out of iShares MSCI EAFE ETF (EFA) in Q1 2021, closing a stake of 22,000 shares — an estimated $1.6M sold.

Hershey Trust Company first reported a position in EFA in Q1 2020 and held it in 3 quarters. The position peaked at $2.43M in Q1 2020. 1,590 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

  • Hershey Trust Company reported no remaining iShares MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Hershey Trust Company sold 22,000 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $1.6M.
  • Hershey Trust Company first reported a position in iShares MSCI EAFE ETF in Q1 2020 and held it in 3 quarters.
  • Hershey Trust Company's iShares MSCI EAFE ETF position peaked at $2.43M in Q1 2020.
  • 1,590 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on Hershey Trust Company's 13F filing for Q1 2021, filed 29 Apr 2021.