Partnervest Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-16,900
Closed -$1K 228
2018
Q2
$1K Buy
+16,900
New +$1.18M ﹤0.01% 200

Other funds holding EFA

Partnervest Advisory Services's EFA Position: Q3 2020 in Review

Partnervest Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 28% in Q3 2020, buying an estimated $585K and bringing the position to 41,255 shares worth $2.63M. The position accounts for 0.83% of the portfolio, ranked #19.

Partnervest Advisory Services first reported a position in EFA in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.08M in Q4 2013. 1,413 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

  • Partnervest Advisory Services held 41,255 shares of iShares MSCI EAFE ETF worth $2.63M as of Q3 2020.
  • Partnervest Advisory Services bought 9,139 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $585K.
  • iShares MSCI EAFE ETF made up 0.83% of Partnervest Advisory Services's portfolio in Q3 2020, its #19 holding.
  • Partnervest Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 30 quarters since.
  • Partnervest Advisory Services's iShares MSCI EAFE ETF position peaked at $7.08M in Q4 2013.
  • 1,413 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.