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

Mid Atlantic 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	$8.6M	Sell	110,289 -6,921	-6%	-$554K	0.58%	25
2021 Q2	$9.25M	Sell	117,210 -1,748	-1%	-$139K	0.62%	21
2021 Q1	$9.03M	Buy	118,958 +28,061	+31%	+$2.11M	0.66%	25
2020 Q4	$6.63M	Buy	90,897 +53,586	+144%	+$3.66M	0.51%	34
2020 Q3	$2.54M	Sell	37,311 -3,668	-9%	-$235K	0.22%	99
2020 Q2	$2.49M	Buy	40,979 +6,728	+20%	+$389K	0.24%	89
2020 Q1	$1.83M	Sell	34,251 -26,205	-43%	-$1.66M	0.21%	103
2019 Q4	$4.2M	Buy	60,456 +47,449	+365%	+$3.2M	0.39%	56
2019 Q3	$848K	Sell	13,007 -9,491	-42%	-$612K	0.09%	240
2019 Q2	$1.48M	Sell	22,498 -3,254	-13%	-$213K	0.15%	127
2019 Q1	$1.67M	Sell	25,752 -2,441	-9%	-$154K	0.18%	110
2018 Q4	$1.66M	Buy	+28,193	New	+$1.76M	0.21%	113

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's EFA Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares MSCI EAFE ETF (EFA) stake by 5.9% in Q3 2021, selling an estimated $554K and leaving 110,289 shares worth $8.6M. The position accounts for 0.58% of the portfolio, ranked #25.

Mid Atlantic Financial Management first reported a position in EFA in Q4 2018 and has held it in 12 quarters since. The position peaked at $9.25M in Q2 2021. 1,597 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

Mid Atlantic Financial Management held 110,289 shares of iShares MSCI EAFE ETF worth $8.6M as of Q3 2021.
Mid Atlantic Financial Management sold 6,921 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $554K.
iShares MSCI EAFE ETF made up 0.58% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #25 holding.
Mid Atlantic Financial Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares MSCI EAFE ETF position peaked at $9.25M in Q2 2021.
1,597 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.