Pacific Edge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pacific Edge 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	$6.11M	Buy	78,300 +300	+0.4%	+$24K	2.97%	9
2021 Q2	$6.15M	Sell	78,000 -1,300	-2%	-$103K	3.2%	9
2021 Q1	$6.02M	Buy	79,300 +1,100	+1%	+$82.8K	2.9%	11
2020 Q4	$5.71M	Hold	78,200	–	–	2.97%	10
2020 Q3	$4.98M	Sell	78,200 -3,800	-5%	-$243K	2.87%	10
2020 Q2	$4.99M	Buy	82,000 +77,330	+1,656%	+$4.47M	2.94%	10
2020 Q1	$250K	Sell	4,670 -28,575	-86%	-$1.81M	0.18%	32
2019 Q4	$2.31M	Sell	33,245 -15,250	-31%	-$1.03M	1.41%	15
2019 Q3	$3.16M	Sell	48,495 -1,200	-2%	-$77.3K	2.07%	14
2019 Q2	$3.27M	Sell	49,695 -6,850	-12%	-$448K	2.16%	14
2019 Q1	$3.67M	Sell	56,545 -43,330	-43%	-$2.73M	2.22%	15
2018 Q4	$5.87M	Buy	+99,875	New	+$6.24M	3.74%	9

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

Pacific Edge Advisors's EFA Position: Q3 2021 in Review

Pacific Edge Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.38% in Q3 2021, buying an estimated $24K and bringing the position to 78,300 shares worth $6.11M. The position accounts for 2.97% of the portfolio, ranked #9.

Pacific Edge Advisors first reported a position in EFA in Q4 2018 and has held it in 12 quarters since. The position peaked at $6.15M in Q2 2021. 1,597 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

Pacific Edge Advisors held 78,300 shares of iShares MSCI EAFE ETF worth $6.11M as of Q3 2021.
Pacific Edge Advisors bought 300 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $24K.
iShares MSCI EAFE ETF made up 2.97% of Pacific Edge Advisors's portfolio in Q3 2021, its #9 holding.
Pacific Edge Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
Pacific Edge Advisors's iShares MSCI EAFE ETF position peaked at $6.15M in Q2 2021.
1,597 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.