O'Brien Greene & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

O'Brien Greene & Co’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	–	Sell	-3,145	Closed	-$239K	–	137
2021 Q1	$239K	Sell	3,145 -200	-6%	-$15.1K	0.09%	116
2020 Q4	$244K	Hold	3,345	–	–	0.1%	107
2020 Q3	$213K	Hold	3,345	–	–	0.1%	96
2020 Q2	$204K	Buy	+3,345	New	+$193K	0.11%	97
2020 Q1	–	Sell	-3,645	Closed	-$253K	–	105
2019 Q4	$253K	Hold	3,645	–	–	0.13%	91
2019 Q3	$237K	Sell	3,645 -200	-5%	-$12.9K	0.13%	98
2019 Q2	$253K	Sell	3,845 -1,646	-30%	-$108K	0.13%	96
2019 Q1	$356K	Sell	5,491 -645	-11%	-$40.6K	0.18%	89
2018 Q4	$360K	Buy	+6,136	New	+$383K	0.21%	81

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

O'Brien Greene & Co's EFA Position: Q2 2021 in Review

O'Brien Greene & Co sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 3,145 shares — an estimated $239K sold.

O'Brien Greene & Co first reported a position in EFA in Q4 2018 and held it in 9 quarters. The position peaked at $360K in Q4 2018. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

O'Brien Greene & Co reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
O'Brien Greene & Co sold 3,145 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $239K.
O'Brien Greene & Co first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 9 quarters.
O'Brien Greene & Co's iShares MSCI EAFE ETF position peaked at $360K in Q4 2018.
1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on O'Brien Greene & Co's 13F filing for Q2 2021, filed 9 Aug 2021.