New England Professional Planning Group’s iShares MSCI EAFE ETF EFA Stock Holding History

New England Professional Planning 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 Q1	–	Sell	-6,402	Closed	-$445K	–	50
2019 Q4	$445K	Buy	+6,402	New	+$432K	0.35%	24
2018 Q3	$405K	Hold	5,961	–	–	0.46%	23
2018 Q2	$399K	Hold	5,961	–	–	0.51%	21
2018 Q1	$422K	Hold	5,961	–	–	0.56%	20
2017 Q4	$429K	Buy	+5,961	New	+$414K	0.52%	24
2016 Q2	$647K	Hold	11,330	–	–	0.73%	17
2016 Q1	$641K	Hold	11,330	–	–	0.64%	17
2015 Q4	$665K	Buy	11,330 +566	+5%	+$34.1K	0.74%	17
2015 Q3	$649K	Buy	10,764 +219	+2%	+$13.5K	0.73%	16
2015 Q2	$669K	Buy	10,545 +3,899	+59%	+$260K	0.88%	13
2015 Q1	$447K	Hold	6,646	–	–	0.6%	18
2014 Q4	$413K	Buy	+6,646	New	+$415K	0.61%	19

Other funds holding EFA

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

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

New England Professional Planning Group's EFA Position: Q1 2020 in Review

New England Professional Planning Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 6,402 shares — an estimated $445K sold.

New England Professional Planning Group first reported a position in EFA in Q4 2014 and held it in 12 quarters. The position peaked at $669K in Q2 2015. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

New England Professional Planning Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
New England Professional Planning Group sold 6,402 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $445K.
New England Professional Planning Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 12 quarters.
New England Professional Planning Group's iShares MSCI EAFE ETF position peaked at $669K in Q2 2015.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on New England Professional Planning Group's 13F filing for Q1 2020, filed 12 May 2020.