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Legacy Wealth Partners (California)’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Wealth Partners (California)’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
-76,715
Closed -$5.33M – 88
2019
Q4 		$5.33M Buy
+76,715
New +$5.18M 3.88% 5

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

Legacy Wealth Partners (California)'s EFA Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 76,715 shares — an estimated $5.33M sold.

Legacy Wealth Partners (California) first reported a position in EFA in Q4 2019 and held it in 1 quarter. The position peaked at $5.33M in Q4 2019. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 76,715 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $5.33M.
  • Legacy Wealth Partners (California) first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s iShares MSCI EAFE ETF position peaked at $5.33M in Q4 2019.
  • 1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.