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Modus Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Modus Advisors’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
-458
Closed -$36K – 142
2021
Q2 		$36K Buy
+458
New +$36.4K 0.02% 172
2020
Q3 		– Sell
-1,235
Closed -$75K – 122
2020
Q2 		$75K Buy
+1,235
New +$71.4K 0.05% 101

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

Modus Advisors's EFA Position: Q3 2021 in Review

Modus Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2021, closing a stake of 458 shares — an estimated $36K sold.

Modus Advisors first reported a position in EFA in Q2 2020 and held it in 2 quarters. The position peaked at $75K in Q2 2020. 1,598 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

  • Modus Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Modus Advisors sold 458 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $36K.
  • Modus Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and held it in 2 quarters.
  • Modus Advisors's iShares MSCI EAFE ETF position peaked at $75K in Q2 2020.
  • 1,598 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Modus Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.