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Private Wealth Advisors (Pennsylvania)’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-73,236
Closed -$5.03M – 101
2019
Q4 		$5.03M Buy
73,236
+14,540
+25% +$982K 2.68% 8
2019
Q3 		$3.83M Sell
58,696
-131,954
-69% -$8.5M 1.95% 14
2019
Q2 		$12.5M Buy
190,650
+103
+0.1% +$6.74K 4.44% 2
2019
Q1 		$12.4M Buy
190,547
+422
+0.2% +$26.6K 4.62% 2
2018
Q4 		$11.2M Sell
190,125
-9,316
-5% -$582K 4.84% 2
2018
Q3 		$13.6M Sell
199,441
-513
-0.3% -$34.6K 5.01% 2
2018
Q2 		$13.4M Buy
199,954
+68
+0% +$4.77K 5.33% 2
2018
Q1 		$13.9M Buy
199,886
+3,152
+2% +$225K 5.58% 2
2017
Q4 		$13.8M Buy
196,734
+5,311
+3% +$369K 5.36% 2
2017
Q3 		$13.1M Buy
191,423
+941
+0.5% +$62.9K 5.38% 2
2017
Q2 		$12.4M Buy
190,482
+2,338
+1% +$151K 5.32% 2
2017
Q1 		$11.7M Buy
188,144
+2,385
+1% +$144K 5.26% 2
2016
Q4 		$10.7M Buy
185,759
+4,390
+2% +$253K 4.98% 3
2016
Q3 		$10.7M Buy
181,369
+847
+0.5% +$49.1K 5.09% 2
2016
Q2 		$10.1M Buy
180,522
+85,661
+90% +$4.93M 4.95% 2
2016
Q1 		$5.42M Buy
94,861
+13,635
+17% +$751K 2.89% 5
2015
Q4 		$4.77M Buy
81,226
+2,934
+4% +$177K 2.68% 7
2015
Q3 		$4.49M Buy
78,292
+155
+0.2% +$9.57K 2.25% 9
2015
Q2 		$4.96M Buy
78,137
+22,342
+40% +$1.49M 2.25% 9
2015
Q1 		$3.58M Buy
55,795
+17,382
+45% +$1.09M 1.68% 15
2014
Q4 		$2.34M Buy
38,413
+6,473
+20% +$404K 1.13% 31
2014
Q3 		$2.05M Buy
31,940
+75
+0.2% +$5K 1.08% 31
2014
Q2 		$2.18M Sell
31,865
-90
-0.3% -$6.17K 1.12% 31
2014
Q1 		$2.15M Sell
31,955
-298
-0.9% -$19.7K 1.17% 28
2013
Q4 		$2.16M Buy
32,253
+23,235
+258% +$1.52M 1.18% 27
2013
Q3 		$575K Hold
9,018
– – 0.34% 74
2013
Q2 		$517K Buy
+9,018
New +$545K 0.32% 75

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s EFA Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 73,236 shares — an estimated $5.03M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in EFA in Q2 2013 and held it in 27 quarters. The position peaked at $13.9M in Q1 2018. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 73,236 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $5.03M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares MSCI EAFE ETF position peaked at $13.9M in Q1 2018.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.