San Francisco Sentry Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

San Francisco Sentry Investment 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
2020 Q1	–	Sell	-450	Closed	-$31K	–	904
2019 Q4	$31K	Hold	450	–	–	0.01%	430
2019 Q3	$29K	Hold	450	–	–	0.01%	440
2019 Q2	$30K	Hold	450	–	–	0.01%	433
2019 Q1	$29K	Sell	450 -641	-59%	-$40.4K	0.01%	454
2018 Q4	$64K	Buy	1,091 +641	+142%	+$40K	0.03%	342
2018 Q3	$31K	Sell	450 -4,057	-90%	-$274K	0.01%	449
2018 Q2	$302K	Hold	4,507	–	–	0.13%	148
2018 Q1	$314K	Buy	4,507 +4,057	+902%	+$289K	0.09%	202
2017 Q4	$32K	Buy	+450	New	+$31.3K	0.01%	497
2014 Q4	–	Sell	-155	Closed	-$10K	–	231
2014 Q3	$10K	Sell	155 -138	-47%	-$9.21K	0.01%	469
2014 Q2	$20K	Hold	293	–	–	0.01%	411
2014 Q1	$20K	Hold	293	–	–	0.01%	448
2013 Q4	$20K	Hold	293	–	–	0.01%	428
2013 Q3	$19K	Sell	293 -40	-12%	-$2.45K	0.01%	408
2013 Q2	$19K	Buy	+333	New	+$20.1K	0.01%	414

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

San Francisco Sentry Investment Group's EFA Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 450 shares — an estimated $31K sold.

San Francisco Sentry Investment Group first reported a position in EFA in Q2 2013 and held it in 15 quarters. The position peaked at $314K in Q1 2018. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 450 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $31K.
San Francisco Sentry Investment Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 15 quarters.
San Francisco Sentry Investment Group's iShares MSCI EAFE ETF position peaked at $314K in Q1 2018.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.