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New England Investment & Retirement Group’s iShares MSCI EAFE ETF EFA Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-161
Closed -$9K – 108
2020
Q1 		$9K Buy
+161
New +$10.2K ﹤0.01% 148
2018
Q3 		– Sell
-10,629
Closed -$712K – 48
2018
Q2 		$712K Sell
10,629
-550
-5% -$38.6K 0.47% 28
2018
Q1 		$779K Hold
11,179
– – 0.43% 33
2017
Q4 		$786K Sell
11,179
-477
-4% -$33.2K 0.41% 35
2017
Q3 		$798K Hold
11,656
– – 0.44% 34
2017
Q2 		$760K Hold
11,656
– – 0.44% 31
2017
Q1 		$726K Buy
11,656
+7,424
+175% +$449K 0.4% 38
2016
Q4 		$244K Buy
+4,232
New +$244K 0.13% 55
2016
Q1 		– Sell
-4,996
Closed -$293K – 57
2015
Q4 		$293K Sell
4,996
-14,582
-74% -$878K 0.15% 58
2015
Q3 		$1.12M Buy
+19,578
New +$1.21M 0.54% 47
2014
Q4 		– Sell
-147,794
Closed -$9.48M – 62
2014
Q3 		$9.48M Buy
+147,794
New +$9.86M 4.25% 7

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New England Investment & Retirement Group's EFA Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 161 shares — an estimated $9K sold.

New England Investment & Retirement Group first reported a position in EFA in Q3 2014 and held it in 11 quarters. The position peaked at $9.48M in Q3 2014. 1,418 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 161 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $9K.
  • New England Investment & Retirement Group first reported a position in iShares MSCI EAFE ETF in Q3 2014 and held it in 11 quarters.
  • New England Investment & Retirement Group's iShares MSCI EAFE ETF position peaked at $9.48M in Q3 2014.
  • 1,418 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.