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MacNealy Hoover Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

MacNealy Hoover Investment Management’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
2019
Q3 		$463K Sell
7,105
-239
-3% -$15.4K 0.37% 53
2019
Q2 		$483K Sell
7,344
-150
-2% -$9.82K 0.37% 54
2019
Q1 		$486K Buy
7,494
+244
+3% +$15.4K 0.37% 57
2018
Q4 		$426K Sell
7,250
-775
-10% -$48.4K 0.37% 55
2018
Q3 		$546K Hold
8,025
– – 0.4% 54
2018
Q2 		$537K Hold
8,025
– – 0.42% 54
2018
Q1 		$559K Sell
8,025
-100
-1% -$7.13K 0.45% 52
2017
Q4 		$571K Sell
8,125
-100
-1% -$6.95K 0.41% 56
2017
Q3 		$563K Hold
8,225
– – 0.4% 55
2017
Q2 		$536K Sell
8,225
-150
-2% -$9.71K 0.41% 55
2017
Q1 		$522K Sell
8,375
-170
-2% -$10.3K 0.4% 55
2016
Q4 		$493K Sell
8,545
-16,725
-66% -$964K 0.38% 55
2016
Q3 		$1.49M Sell
25,270
-950
-4% -$55.1K 1.2% 33
2016
Q2 		$1.46M Sell
26,220
-3,350
-11% -$193K 1.18% 31
2016
Q1 		$1.69M Hold
29,570
– – 1.37% 22
2015
Q4 		$1.74M Hold
29,570
– – 1.46% 20
2015
Q3 		$1.7M Sell
29,570
-20
-0.1% -$1.24K 1.52% 21
2015
Q2 		$1.88M Sell
29,590
-50
-0.2% -$3.33K 1.54% 20
2015
Q1 		$1.9M Hold
29,640
– – 1.65% 17
2014
Q4 		$1.8M Sell
29,640
-375
-1% -$23.4K 1.54% 24
2014
Q3 		$1.92M Buy
30,015
+100
+0.3% +$6.67K 1.69% 19
2014
Q2 		$2.05M Buy
29,915
+500
+2% +$34.3K 1.79% 19
2014
Q1 		$1.98M Buy
29,415
+400
+1% +$26.4K 1.77% 18
2013
Q4 		$1.95M Buy
+29,015
New +$1.9M 1.81% 17

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MacNealy Hoover Investment Management's EFA Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q3 2019, selling an estimated $15.4K and leaving 7,105 shares worth $463K. The position accounts for 0.37% of the portfolio, ranked #53.

MacNealy Hoover Investment Management first reported a position in EFA in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.05M in Q2 2014. 1,394 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • MacNealy Hoover Investment Management held 7,105 shares of iShares MSCI EAFE ETF worth $463K as of Q3 2019.
  • MacNealy Hoover Investment Management sold 239 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $15.4K.
  • iShares MSCI EAFE ETF made up 0.37% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #53 holding.
  • MacNealy Hoover Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's iShares MSCI EAFE ETF position peaked at $2.05M in Q2 2014.
  • 1,394 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.