MD Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

MD Financial 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
2021 Q3	–	Sell	-1,569,013	Closed	-$124M	–	303
2021 Q2	$124M	Buy	1,569,013 +819,309	+109%	+$65.1M	3.55%	4
2021 Q1	$56.9M	Sell	749,704 -13,170	-2%	-$992K	1.66%	19
2020 Q4	$55.7M	Buy	+762,874	New	+$52.2M	1.76%	22

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MD Financial Management's EFA Position: Q3 2021 in Review

MD Financial Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2021, closing a stake of 1,569,013 shares — an estimated $124M sold.

MD Financial Management first reported a position in EFA in Q4 2020 and held it in 3 quarters. The position peaked at $124M in Q2 2021. 1,598 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

MD Financial Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
MD Financial Management sold 1,569,013 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $124M.
MD Financial Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 3 quarters.
MD Financial Management's iShares MSCI EAFE ETF position peaked at $124M in Q2 2021.
1,598 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on MD Financial Management's 13F filing for Q3 2021, filed 15 Nov 2021.