Northstar Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Northstar Wealth Partners’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 Q3	–	Sell	-3,385	Closed	-$206K	–	154
2020 Q2	$206K	Buy	+3,385	New	+$196K	0.09%	171
2020 Q1	–	Sell	-3,385	Closed	-$235K	–	169
2019 Q4	$235K	Hold	3,385	–	–	0.1%	166
2019 Q3	$221K	Hold	3,385	–	–	0.1%	164
2019 Q2	$222K	Buy	3,385 +225	+7%	+$14.7K	0.1%	168
2019 Q1	$205K	Buy	+3,160	New	+$199K	0.09%	172
2018 Q4	–	Sell	-3,136	Closed	-$213K	–	170
2018 Q3	$213K	Buy	+3,136	New	+$212K	0.1%	165
2018 Q1	–	Sell	-7,855	Closed	-$568K	–	188
2017 Q4	$568K	Buy	7,855 +897	+13%	+$62.4K	0.5%	64
2017 Q3	$476K	Buy	6,958 +1,436	+26%	+$96K	0.46%	71
2017 Q2	$358K	Buy	5,522 +904	+20%	+$58.5K	0.33%	91
2017 Q1	$286K	Buy	+4,618	New	+$279K	0.27%	101

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northstar Wealth Partners's EFA Position: Q3 2020 in Review

Northstar Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2020, closing a stake of 3,385 shares — an estimated $206K sold.

Northstar Wealth Partners first reported a position in EFA in Q1 2017 and held it in 10 quarters. The position peaked at $568K in Q4 2017. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

Northstar Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 3,385 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $206K.
Northstar Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 10 quarters.
Northstar Wealth Partners's iShares MSCI EAFE ETF position peaked at $568K in Q4 2017.
1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.