SevenBridge Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-888	Closed	-$58K	–	258
2019 Q2	$58K	Buy	888 +815	+1,116%	+$53.3K	0.02%	257
2019 Q1	$5K	Hold	73	–	–	﹤0.01%	483
2018 Q4	$4K	Hold	73	–	–	﹤0.01%	466
2018 Q3	$5K	Hold	73	–	–	﹤0.01%	484
2018 Q2	$5K	Hold	73	–	–	﹤0.01%	489
2018 Q1	$5K	Hold	73	–	–	﹤0.01%	497
2017 Q4	$5K	Hold	73	–	–	﹤0.01%	507
2017 Q3	$5K	Hold	73	–	–	﹤0.01%	504
2017 Q2	$5K	Hold	73	–	–	﹤0.01%	518
2017 Q1	$5K	Hold	73	–	–	﹤0.01%	500
2016 Q4	$4K	Hold	73	–	–	﹤0.01%	538
2016 Q3	$4K	Hold	73	–	–	﹤0.01%	527
2016 Q2	$4K	Buy	+73	New	+$4.2K	﹤0.01%	619

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SevenBridge Financial Group's EFA Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2019, closing a stake of 888 shares — an estimated $58K sold.

SevenBridge Financial Group first reported a position in EFA in Q2 2016 and held it in 13 quarters. The position peaked at $58K in Q2 2019. 1,393 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 888 iShares MSCI EAFE ETF shares in Q3 2019, an estimated $58K.
SevenBridge Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares MSCI EAFE ETF position peaked at $58K in Q2 2019.
1,393 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.