Novak Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Novak Financial Planning’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	$3.04M	Sell	38,565 -1,258	-3%	-$99.9K	1.49%	18
2021 Q1	$3.02M	Sell	39,823 -1,838	-4%	-$138K	1.66%	17
2020 Q4	$3.04M	Buy	+41,661	New	+$2.85M	1.79%	16

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

Novak Financial Planning's EFA Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q2 2021, selling an estimated $99.9K and leaving 38,565 shares worth $3.04M. The position accounts for 1.49% of the portfolio, ranked #18.

Novak Financial Planning first reported a position in EFA in Q4 2020 and has held it in 3 quarters since. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Novak Financial Planning held 38,565 shares of iShares MSCI EAFE ETF worth $3.04M as of Q2 2021.
Novak Financial Planning sold 1,258 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $99.9K.
iShares MSCI EAFE ETF made up 1.49% of Novak Financial Planning's portfolio in Q2 2021, its #18 holding.
Novak Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 3 quarters since.
1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.