HVIA
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Hudson Valley Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Hudson Valley Investment 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
2023
Q3 		– Sell
-3,985
Closed -$289K – 188
2023
Q2 		$289K Sell
3,985
-2,091
-34% -$152K 0.04% 171
2023
Q1 		$435K Sell
6,076
-239
-4% -$16.7K 0.06% 157
2022
Q4 		$415K Sell
6,315
-1,750
-22% -$110K 0.06% 166
2022
Q3 		$452K Sell
8,065
-1,025
-11% -$63.9K 0.07% 142
2022
Q2 		$568K Sell
9,090
-25
-0.3% -$1.7K 0.09% 131
2022
Q1 		$671K Buy
9,115
+25
+0.3% +$1.87K 0.09% 131
2021
Q4 		$715K Sell
9,090
-1,130
-11% -$89.5K 0.11% 108
2021
Q3 		$797K Buy
10,220
+830
+9% +$66.4K 0.14% 100
2021
Q2 		$741K Buy
9,390
+250
+3% +$19.9K 0.13% 103
2021
Q1 		$693K Sell
9,140
-1,210
-12% -$91.1K 0.12% 106
2020
Q4 		$755K Buy
10,350
+25
+0.2% +$1.71K 0.14% 99
2020
Q3 		$657K Buy
10,325
+50
+0.5% +$3.2K 0.14% 98
2020
Q2 		$625K Sell
10,275
-250
-2% -$14.5K 0.15% 100
2020
Q1 		$563K Sell
10,525
-4,310
-29% -$274K 0.16% 95
2019
Q4 		$1.03M Sell
14,835
-360
-2% -$24.3K 0.22% 90
2019
Q3 		$991K Sell
15,195
-500
-3% -$32.2K 0.23% 85
2019
Q2 		$1.03M Buy
+15,695
New +$1.03M 0.24% 86

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hudson Valley Investment Advisors's EFA Position: Q3 2023 in Review

Hudson Valley Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 3,985 shares — an estimated $289K sold.

Hudson Valley Investment Advisors first reported a position in EFA in Q2 2019 and held it in 17 quarters. The position peaked at $1.03M in Q2 2019. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Hudson Valley Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,985 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $289K.
  • Hudson Valley Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2019 and held it in 17 quarters.
  • Hudson Valley Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.03M in Q2 2019.
  • 1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.