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Smart Money Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Smart Money 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
Q4 		– Sell
-12,394
Closed -$788K – 63
2020
Q3 		$788K Buy
12,394
+6,197
+100% +$397K 0.34% 62
2020
Q2 		$377K Buy
6,197
+3,419
+123% +$198K 0.22% 62
2020
Q1 		$103K Sell
2,778
-3,519
-56% -$223K 0.07% 80
2019
Q4 		$437K Buy
+6,297
New +$425K 0.26% 58

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

Smart Money Group's EFA Position: Q4 2020 in Review

Smart Money Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2020, closing a stake of 12,394 shares — an estimated $788K sold.

Smart Money Group first reported a position in EFA in Q4 2019 and held it in 4 quarters. The position peaked at $788K in Q3 2020. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

  • Smart Money Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 12,394 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $788K.
  • Smart Money Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 4 quarters.
  • Smart Money Group's iShares MSCI EAFE ETF position peaked at $788K in Q3 2020.
  • 1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.