Independence Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Independence 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 Q3	$53.5M	Buy	840,660 +40,201	+5%	+$2.57M	11.48%	4
2020 Q2	$48.7M	Buy	800,459 +49,110	+7%	+$2.84M	11.16%	4
2020 Q1	$40.2M	Buy	751,349 +67,246	+10%	+$4.27M	11.08%	4
2019 Q4	$47.5M	Buy	684,103 +8,236	+1%	+$556K	11.47%	1
2019 Q3	$44.1M	Buy	675,867 +24,238	+4%	+$1.56M	10.73%	4
2019 Q2	$42.8M	Buy	651,629 +110,675	+20%	+$7.24M	10.98%	4
2019 Q1	$35.1M	Buy	540,954 +27,465	+5%	+$1.73M	9.87%	4
2018 Q4	$30.2M	Sell	513,489 -2,118	-0.4%	-$132K	10.04%	4
2018 Q3	$35.1M	Buy	515,607 +2,296	+0.4%	+$155K	10.44%	4
2018 Q2	$34.4M	Buy	513,311 +31,335	+7%	+$2.2M	10.99%	4
2018 Q1	$33.6M	Buy	481,976 +5,604	+1%	+$400K	11.08%	4
2017 Q4	$33.5M	Buy	476,372 +21,346	+5%	+$1.48M	11.3%	4
2017 Q3	$31.2M	Buy	455,026 +17,132	+4%	+$1.15M	12.41%	4
2017 Q2	$28.6M	Buy	437,894 +14,300	+3%	+$925K	11.36%	4
2017 Q1	$26.4M	Buy	423,594 +9,229	+2%	+$558K	11.06%	4
2016 Q4	$23.9M	Buy	414,365 +23,040	+6%	+$1.33M	10.53%	4
2016 Q3	$23.1M	Sell	391,325 -1,325	-0.3%	-$76.8K	10.88%	4
2016 Q2	$21.9M	Buy	+392,650	New	+$22.6M	11.52%	4

Other funds holding EFA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independence Advisors's EFA Position: Q3 2020 in Review

Independence Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 5% in Q3 2020, buying an estimated $2.57M and bringing the position to 840,660 shares worth $53.5M. The position accounts for 11.48% of the portfolio, ranked #4.

Independence Advisors first reported a position in EFA in Q2 2016 and has held it in 18 quarters since. 1,413 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

Independence Advisors held 840,660 shares of iShares MSCI EAFE ETF worth $53.5M as of Q3 2020.
Independence Advisors bought 40,201 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $2.57M.
iShares MSCI EAFE ETF made up 11.48% of Independence Advisors's portfolio in Q3 2020, its #4 holding.
Independence Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 18 quarters since.
1,413 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.