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Regal Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Regal Wealth Group’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
-677
Closed -$51K – 109
2021
Q1 		$51K Hold
677
– – 0.03% 98
2020
Q4 		$49K Buy
677
+6
+0.9% +$410 0.03% 95
2020
Q3 		$43K Buy
671
+1
+0.1% +$64 0.03% 93
2020
Q2 		$41K Buy
670
+9
+1% +$520 0.03% 91
2020
Q1 		$35K Hold
661
– – 0.03% 83
2019
Q4 		$46K Sell
661
-296
-31% -$20K 0.03% 87
2019
Q3 		$62K Sell
957
-467
-33% -$30.1K 0.04% 70
2019
Q2 		$94K Buy
1,424
+27
+2% +$1.77K 0.07% 59
2019
Q1 		$91K Sell
1,397
-120
-8% -$7.56K 0.07% 58
2018
Q4 		$89K Buy
1,517
+14
+0.9% +$874 0.08% 57
2018
Q3 		$102K Sell
1,503
-1
-0.1% -$68 0.07% 57
2018
Q2 		$101K Sell
1,504
-131
-8% -$9.19K 0.11% 52
2018
Q1 		$114K Buy
1,635
+1
+0.1% +$71 0.09% 49
2017
Q4 		$115K Buy
1,634
+7
+0.4% +$487 0.08% 50
2017
Q3 		$111K Buy
1,627
+599
+58% +$40K 0.08% 51
2017
Q2 		$67K Buy
1,028
+13
+1% +$841 0.05% 67
2017
Q1 		$63K Hold
1,015
– – 0.05% 67
2016
Q4 		$59K Buy
1,015
+7
+0.7% +$404 0.05% 67
2016
Q3 		$60K Hold
1,008
– – 0.05% 59
2016
Q2 		$56K Buy
1,008
+17
+2% +$978 0.05% 61
2016
Q1 		$57K Sell
991
-256
-21% -$14.1K 0.06% 57
2015
Q4 		$73K Buy
+1,247
New +$75.1K 0.07% 53

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regal Wealth Group's EFA Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 677 shares — an estimated $51K sold.

Regal Wealth Group first reported a position in EFA in Q4 2015 and held it in 22 quarters. The position peaked at $115K in Q4 2017. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 677 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $51K.
  • Regal Wealth Group first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's iShares MSCI EAFE ETF position peaked at $115K in Q4 2017.
  • 1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.