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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 		$13K Sell
64,500
-6,300
-9% -$504K ﹤0.01% 907
2021
Q2 		$18K Sell
70,800
-6,000
-8% -$477K ﹤0.01% 918
2021
Q1 		$5K Buy
+76,800
New +$5.78M ﹤0.01% 855
2020
Q1 		– Sell
-39,500
Closed -$10K – 706
2019
Q4 		$10K Buy
+39,500
New +$2.67M ﹤0.01% 727

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
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.