Nachman Norwood & Parrott’s iShares MSCI EAFE ETF EFA Stock Holding History

Nachman Norwood & Parrott’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 Q2	$607K	Hold	7,700	–	–	0.06%	167
2021 Q1	$584K	Hold	7,700	–	–	0.06%	166
2020 Q4	$562K	Sell	7,700 -191	-2%	-$13.1K	0.07%	159
2020 Q3	$502K	Buy	7,891 +191	+2%	+$12.2K	0.07%	158
2020 Q2	$469K	Sell	7,700 -2,643	-26%	-$153K	0.08%	157
2020 Q1	$553K	Sell	10,343 -3,384	-25%	-$215K	0.11%	128
2019 Q4	$953K	Hold	13,727	–	–	0.16%	104
2019 Q3	$895K	Sell	13,727 -405	-3%	-$26.1K	0.16%	106
2019 Q2	$929K	Buy	14,132 +405	+3%	+$26.5K	0.17%	102
2019 Q1	$890K	Sell	13,727 -5,300	-28%	-$334K	0.17%	103
2018 Q4	$1.12M	Buy	+19,027	New	+$1.19M	0.23%	84

Other funds holding EFA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Nachman Norwood & Parrott's EFA Position: Q2 2021 in Review

Nachman Norwood & Parrott held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2021 at 7,700 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #167.

Nachman Norwood & Parrott first reported a position in EFA in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2018. 1,613 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Nachman Norwood & Parrott held 7,700 shares of iShares MSCI EAFE ETF worth $607K as of Q2 2021.
Nachman Norwood & Parrott left its iShares MSCI EAFE ETF share count unchanged in Q2 2021.
iShares MSCI EAFE ETF made up 0.06% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #167 holding.
Nachman Norwood & Parrott first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's iShares MSCI EAFE ETF position peaked at $1.12M in Q4 2018.
1,613 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.