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Rowland Carmichael Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Rowland Carmichael Advisors’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 		$35K Hold
483
– – 0.01% 324
2020
Q3 		$31K Hold
483
– – 0.01% 302
2020
Q2 		$29K Hold
483
– – 0.01% 297
2020
Q1 		$26K Buy
483
+46
+11% +$2.92K 0.01% 278
2019
Q4 		$30K Hold
437
– – 0.01% 317
2019
Q3 		$28K Sell
437
-902
-67% -$58.1K 0.01% 317
2019
Q2 		$88K Buy
1,339
+850
+174% +$55.6K 0.03% 273
2019
Q1 		$32K Sell
489
-28
-5% -$1.76K 0.01% 291
2018
Q4 		$30K Sell
517
-1,736
-77% -$108K 0.01% 264
2018
Q3 		$153K Buy
2,253
+150
+7% +$10.1K 0.06% 279
2018
Q2 		$141K Buy
2,103
+48
+2% +$3.37K 0.06% 283
2018
Q1 		$143K Buy
2,055
+857
+72% +$61.1K 0.08% 255
2017
Q4 		$84K Hold
1,198
– – 0.04% 275
2017
Q3 		$82K Sell
1,198
-41
-3% -$2.74K 0.05% 252
2017
Q2 		$81K Sell
1,239
-28
-2% -$1.81K 0.05% 245
2017
Q1 		$79K Sell
1,267
-143
-10% -$8.64K 0.05% 243
2016
Q4 		$81K Buy
1,410
+39
+3% +$2.25K 0.05% 248
2016
Q3 		$81K Hold
1,371
– – 0.05% 241
2016
Q2 		$77K Sell
1,371
-112
-8% -$6.44K 0.05% 248
2016
Q1 		$85K Buy
+1,483
New +$81.7K 0.08% 157

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rowland Carmichael Advisors's EFA Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2020 at 483 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #324.

Rowland Carmichael Advisors first reported a position in EFA in Q1 2016 and has held it in 20 quarters since. The position peaked at $153K in Q3 2018. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

  • Rowland Carmichael Advisors held 483 shares of iShares MSCI EAFE ETF worth $35K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares MSCI EAFE ETF share count unchanged in Q4 2020.
  • iShares MSCI EAFE ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #324 holding.
  • Rowland Carmichael Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's iShares MSCI EAFE ETF position peaked at $153K in Q3 2018.
  • 1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.