New World Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

New World 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	-35,513	Closed	-$2.8M	–	84
2021 Q2	$2.8M	Buy	+35,513	New	+$2.82M	1.88%	11

Other funds holding EFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

New World Advisors's EFA Position: Q3 2021 in Review

New World Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2021, closing a stake of 35,513 shares — an estimated $2.8M sold.

New World Advisors first reported a position in EFA in Q2 2021 and held it in 1 quarter. The position peaked at $2.8M in Q2 2021. 1,598 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

New World Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
New World Advisors sold 35,513 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $2.8M.
New World Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 1 quarter.
New World Advisors's iShares MSCI EAFE ETF position peaked at $2.8M in Q2 2021.
1,598 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on New World Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.