Squar Milner Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Squar Milner Financial Services’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	-6,995	Closed	-$426K	–	54
2020 Q2	$426K	Sell	6,995 -7,838	-53%	-$453K	0.24%	113
2020 Q1	$792K	Sell	14,833 -696	-4%	-$44.2K	0.48%	32
2019 Q4	$1.08M	Buy	15,529 +9,126	+143%	+$616K	0.54%	26
2019 Q3	$408K	Sell	6,403 -9,383	-59%	-$605K	0.21%	125
2019 Q2	$1.04M	Buy	15,786 +62	+0.4%	+$4.06K	0.7%	21
2019 Q1	$1.02M	Hold	15,724	–	–	0.75%	23
2018 Q4	$924K	Sell	15,724 -4,554	-22%	-$284K	0.89%	21
2018 Q3	$1.38M	Sell	20,278 -3,070	-13%	-$207K	1.24%	16
2018 Q2	$1.56M	Buy	23,348 +866	+4%	+$60.7K	1.38%	7
2018 Q1	$1.57M	Buy	22,482 +1,044	+5%	+$74.4K	1.98%	6
2017 Q4	$1.6M	Buy	+21,438	New	+$1.49M	1.94%	6

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Squar Milner Financial Services's EFA Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q3 2020, closing a stake of 6,995 shares — an estimated $426K sold.

Squar Milner Financial Services first reported a position in EFA in Q4 2017 and held it in 11 quarters. The position peaked at $1.6M in Q4 2017. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,995 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $426K.
Squar Milner Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares MSCI EAFE ETF position peaked at $1.6M in Q4 2017.
1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.