Paul John Balson’s iShares MSCI EAFE ETF EFA Stock Holding History

Paul John Balson’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 Q4	$1.42M	Buy	19,423 +2,593	+15%	+$177K	0.29%	27
2020 Q3	$1.07M	Sell	16,830 -725	-4%	-$46.4K	0.27%	26
2020 Q2	$1.07M	Sell	17,555 -400	-2%	-$23.1K	0.4%	23
2020 Q1	$960K	Buy	+17,955	New	+$1.14M	0.51%	23

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Paul John Balson's EFA Position: Q4 2020 in Review

Paul John Balson increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q4 2020, buying an estimated $177K and bringing the position to 19,423 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #27.

Paul John Balson first reported a position in EFA in Q1 2020 and has held it in 4 quarters since. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

Paul John Balson held 19,423 shares of iShares MSCI EAFE ETF worth $1.42M as of Q4 2020.
Paul John Balson bought 2,593 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $177K.
iShares MSCI EAFE ETF made up 0.29% of Paul John Balson's portfolio in Q4 2020, its #27 holding.
Paul John Balson first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 4 quarters since.
1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.