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Shepherd Kaplan Krochuk’s iShares MSCI EAFE ETF EFA Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-6,171
Closed -$376K – 186
2020
Q2 		$376K Buy
+6,171
New +$357K 0.17% 105
2018
Q3 		– Sell
-5,300
Closed -$355K – 235
2018
Q2 		$355K Hold
5,300
– – 0.22% 126
2018
Q1 		$369K Hold
5,300
– – 0.22% 127
2017
Q4 		$373K Hold
5,300
– – 0.23% 121
2017
Q3 		$363K Hold
5,300
– – 0.3% 97
2017
Q2 		$346K Hold
5,300
– – 0.2% 113
2017
Q1 		$330K Hold
5,300
– – 0.17% 119
2016
Q4 		$306K Sell
5,300
-4,580
-46% -$264K 0.09% 125
2016
Q3 		$584K Buy
9,880
+3,050
+45% +$177K 0.12% 110
2016
Q2 		$381K Sell
6,830
-1,350
-17% -$77.7K 0.09% 145
2016
Q1 		$468K Buy
8,180
+1,350
+20% +$74.4K 0.15% 102
2015
Q4 		$401K Hold
6,830
– – 0.11% 140
2015
Q3 		$391K Hold
6,830
– – 0.1% 153
2015
Q2 		$434K Sell
6,830
-1,500
-18% -$99.9K 0.08% 188
2015
Q1 		$535K Buy
8,330
+1,000
+14% +$63K 0.09% 165
2014
Q4 		$446K Buy
7,330
+500
+7% +$31.2K 0.07% 219
2014
Q3 		$438K Sell
6,830
-4,824
-41% -$322K 0.06% 228
2014
Q2 		$797K Buy
11,654
+400
+4% +$27.4K 0.08% 165
2014
Q1 		$756K Sell
11,254
-3,713
-25% -$245K 0.09% 167
2013
Q4 		$1M Buy
14,967
+844
+6% +$55.1K 0.13% 138
2013
Q3 		$901K Sell
14,123
-1,715
-11% -$105K 0.15% 140
2013
Q2 		$908K Buy
+15,838
New +$958K 0.18% 121

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shepherd Kaplan Krochuk's EFA Position: Q3 2020 in Review

Shepherd Kaplan Krochuk sold out of iShares MSCI EAFE ETF (EFA) in Q3 2020, closing a stake of 6,171 shares — an estimated $376K sold.

Shepherd Kaplan Krochuk first reported a position in EFA in Q2 2013 and held it in 22 quarters. The position peaked at $1M in Q4 2013. 1,412 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

  • Shepherd Kaplan Krochuk reported no remaining iShares MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 6,171 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $376K.
  • Shepherd Kaplan Krochuk first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 22 quarters.
  • Shepherd Kaplan Krochuk's iShares MSCI EAFE ETF position peaked at $1M in Q4 2013.
  • 1,412 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2020, filed 13 Nov 2020.