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

Huber 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
2020 Q1	–	Sell	-3,552	Closed	-$247K	–	121
2019 Q4	$247K	Sell	3,552 -541	-13%	-$36.5K	0.09%	106
2019 Q3	$267K	Sell	4,093 -196	-5%	-$12.6K	0.1%	100
2019 Q2	$282K	Buy	4,289 +15	+0.4%	+$982	0.12%	92
2019 Q1	$277K	Buy	+4,274	New	+$269K	0.14%	92
2018 Q4	–	Sell	-3,002	Closed	-$204K	–	102
2018 Q3	$204K	Buy	3,002 +1	+0%	+$68	0.16%	100
2018 Q2	$201K	Sell	3,001 -40	-1%	-$2.8K	0.18%	94
2018 Q1	$212K	Sell	3,041 -250	-8%	-$17.8K	0.21%	86
2017 Q4	$231K	Buy	+3,291	New	+$229K	0.25%	68

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

Huber Financial Advisors's EFA Position: Q1 2020 in Review

Huber Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 3,552 shares — an estimated $247K sold.

Huber Financial Advisors first reported a position in EFA in Q4 2017 and held it in 8 quarters. The position peaked at $282K in Q2 2019. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Huber Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Huber Financial Advisors sold 3,552 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $247K.
Huber Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 8 quarters.
Huber Financial Advisors's iShares MSCI EAFE ETF position peaked at $282K in Q2 2019.
1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.