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Joseph P. Lucia & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-267
Closed -$14K – 482
2020
Q1 		$14K Hold
267
– – 0.02% 254
2019
Q4 		$19K Hold
267
– – 0.02% 244
2019
Q3 		$17K Hold
267
– – 0.02% 257
2019
Q2 		$18K Sell
267
-17,432
-98% -$1.14M 0.02% 253
2019
Q1 		$267 Buy
+17,699
New +$1.12M 0.02% 202

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Joseph P. Lucia & Associates's EFA Position: Q2 2020 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 267 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in EFA in Q1 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • Joseph P. Lucia & Associates reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 267 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $14K.
  • Joseph P. Lucia & Associates first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's iShares MSCI EAFE ETF position peaked at $19K in Q4 2019.
  • 1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2020, filed 10 Jul 2020.