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Rikoon Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Rikoon 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
Q1 		$1.21M Sell
15,899
-275
-2% -$20.7K 0.32% 71
2020
Q4 		$1.18M Sell
16,174
-1,365
-8% -$93.4K 0.33% 68
2020
Q3 		$1.12M Buy
17,539
+251
+1% +$16.1K 0.34% 70
2020
Q2 		$1.05M Sell
17,288
-71
-0.4% -$4.11K 0.35% 71
2020
Q1 		$928K Buy
17,359
+544
+3% +$34.5K 0.38% 69
2019
Q4 		$1.17M Buy
16,815
+52
+0.3% +$3.51K 0.4% 66
2019
Q3 		$1.09M Hold
16,763
– – 0.4% 68
2019
Q2 		$1.1M Buy
16,763
+548
+3% +$35.9K 0.41% 66
2019
Q1 		$1.05M Buy
16,215
+151
+0.9% +$9.51K 0.39% 72
2018
Q4 		$944K Sell
16,064
-615
-4% -$38.4K 0.39% 67
2018
Q3 		$1.13M Buy
16,679
+720
+5% +$48.6K 0.4% 65
2018
Q2 		$1.07M Buy
15,959
+3,000
+23% +$210K 0.41% 66
2018
Q1 		$890K Buy
12,959
+2,545
+24% +$181K 0.36% 78
2017
Q4 		$732K Sell
10,414
-1,038
-9% -$72.2K 0.3% 89
2017
Q3 		$784K Sell
11,452
-794
-6% -$53.1K 0.34% 87
2017
Q2 		$798K Hold
12,246
– – 0.35% 80
2017
Q1 		$781K Sell
12,246
-435
-3% -$26.3K 0.35% 84
2016
Q4 		$762K Buy
12,681
+1,425
+13% +$82.2K 0.34% 84
2016
Q3 		$665K Buy
+11,256
New +$653K 0.53% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Rikoon Group's EFA Position: Q1 2021 in Review

Rikoon Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q1 2021, selling an estimated $20.7K and leaving 15,899 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #71.

Rikoon Group first reported a position in EFA in Q3 2016 and has held it in 19 quarters since. 1,590 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

  • Rikoon Group held 15,899 shares of iShares MSCI EAFE ETF worth $1.21M as of Q1 2021.
  • Rikoon Group sold 275 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $20.7K.
  • iShares MSCI EAFE ETF made up 0.32% of Rikoon Group's portfolio in Q1 2021, its #71 holding.
  • Rikoon Group first reported a position in iShares MSCI EAFE ETF in Q3 2016 and has held it in 19 quarters since.
  • 1,590 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.