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

JOYN 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 		$2M Sell
37,413
-6,948
-16% -$441K 0.67% 16
2019
Q4 		$3.08M Sell
44,361
-2,283
-5% -$154K 0.66% 13
2019
Q3 		$3.04M Sell
46,644
-9,510
-17% -$613K 0.67% 14
2019
Q2 		$3.49M Buy
56,154
+4,015
+8% +$263K 0.78% 13
2019
Q1 		$3.38M Sell
52,139
-8,523
-14% -$537K 0.78% 13
2018
Q4 		$3.57M Sell
60,662
-4,187
-6% -$262K 0.81% 11
2018
Q3 		$4.41M Sell
64,849
-1,396
-2% -$94.3K 0.83% 13
2018
Q2 		$4.44M Sell
66,245
-314
-0.5% -$22K 0.95% 10
2018
Q1 		$4.64M Sell
66,559
-1,678
-2% -$120K 0.99% 12
2017
Q4 		$4.8M Sell
68,237
-3,512
-5% -$244K 1.02% 11
2017
Q3 		$4.91M Sell
71,749
-644
-0.9% -$43.1K 1.36% 11
2017
Q2 		$4.72M Sell
72,393
-2,216
-3% -$143K 1.39% 11
2017
Q1 		$4.65M Sell
74,609
-8,439
-10% -$510K 1.52% 11
2016
Q4 		$4.79M Sell
83,048
-4,562
-5% -$263K 1.67% 11
2016
Q3 		$5.18M Sell
87,610
-2,058
-2% -$119K 1.82% 11
2016
Q2 		$5M Sell
89,668
-10,327
-10% -$594K 1.9% 11
2016
Q1 		$5.72M Sell
99,995
-44,802
-31% -$2.47M 2.26% 9
2015
Q4 		$8.5M Sell
144,797
-78,511
-35% -$4.73M 3.34% 8
2015
Q3 		$12.8M Sell
223,308
-382,001
-63% -$23.6M 4.96% 7
2015
Q2 		$38.4M Buy
605,309
+5,724
+1% +$381K 15.82% 3
2015
Q1 		$38.5M Buy
599,585
+59,362
+11% +$3.74M 15.49% 3
2014
Q4 		$32.9M Sell
540,223
-24,772
-4% -$1.55M 13.48% 3
2014
Q3 		$36.2M Buy
564,995
+17,594
+3% +$1.17M 15.19% 3
2014
Q2 		$37.4M Sell
547,401
-1,459
-0.3% -$100K 16.67% 3
2014
Q1 		$36.9M Sell
548,860
-96,690
-15% -$6.39M 16.8% 3
2013
Q4 		$43.3M Sell
645,550
-8,335
-1% -$545K 22.71% 3
2013
Q3 		$41.7M Buy
+653,885
New +$40.1M 20.83% 3
2013
Q2 		– Hold
0
– – – 3

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JOYN Advisors's EFA Position: Q1 2020 in Review

JOYN Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 16% in Q1 2020, selling an estimated $441K and leaving 37,413 shares worth $2M. The position accounts for 0.67% of the portfolio, ranked #16.

JOYN Advisors first reported a position in EFA in Q3 2013 and has held it in 27 quarters since. The position peaked at $43.3M in Q4 2013. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • JOYN Advisors held 37,413 shares of iShares MSCI EAFE ETF worth $2M as of Q1 2020.
  • JOYN Advisors sold 6,948 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $441K.
  • iShares MSCI EAFE ETF made up 0.67% of JOYN Advisors's portfolio in Q1 2020, its #16 holding.
  • JOYN Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 27 quarters since.
  • JOYN Advisors's iShares MSCI EAFE ETF position peaked at $43.3M in Q4 2013.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.