Hoover Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Hoover Financial 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 Q2	$12.8M	Sell	161,888 -5,455	-3%	-$433K	2.27%	10
2021 Q1	$13.2M	Sell	167,343 -8,475	-5%	-$638K	2.48%	10
2020 Q4	$13.3M	Sell	175,818 -32,255	-16%	-$2.21M	3.31%	7
2020 Q3	$13.2M	Sell	208,073 -23,695	-10%	-$1.52M	4.37%	5
2020 Q2	$14.1M	Buy	+231,768	New	+$13.4M	5.4%	4

Other funds holding EFA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Hoover Financial Advisors's EFA Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q2 2021, selling an estimated $433K and leaving 161,888 shares worth $12.8M. The position accounts for 2.27% of the portfolio, ranked #10.

Hoover Financial Advisors first reported a position in EFA in Q2 2020 and has held it in 5 quarters since. The position peaked at $14.1M in Q2 2020. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Hoover Financial Advisors held 161,888 shares of iShares MSCI EAFE ETF worth $12.8M as of Q2 2021.
Hoover Financial Advisors sold 5,455 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $433K.
iShares MSCI EAFE ETF made up 2.27% of Hoover Financial Advisors's portfolio in Q2 2021, its #10 holding.
Hoover Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's iShares MSCI EAFE ETF position peaked at $14.1M in Q2 2020.
1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.