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Starfire Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Starfire Investment Advisers’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
Q2 		$1.19M Sell
19,500
-383
-2% -$22.1K 0.57% 49
2020
Q1 		$1.06M Sell
19,883
-5,447
-22% -$346K 0.58% 47
2019
Q4 		$1.76M Buy
25,330
+679
+3% +$45.9K 0.67% 37
2019
Q3 		$1.61M Sell
24,651
-557
-2% -$35.9K 0.66% 37
2019
Q2 		$1.66M Sell
25,208
-489
-2% -$32K 0.74% 35
2019
Q1 		$1.67M Sell
25,697
-30
-0.1% -$1.89K 0.76% 35
2018
Q4 		$1.51M Buy
25,727
+3,119
+14% +$195K 0.81% 34
2018
Q3 		$1.54M Sell
22,608
-4,534
-17% -$306K 0.76% 30
2018
Q2 		$1.82M Sell
27,142
-115
-0.4% -$8.06K 0.92% 28
2018
Q1 		$1.9M Buy
27,257
+16,282
+148% +$1.16M 0.99% 28
2017
Q4 		$772K Sell
10,975
-16,523
-60% -$1.15M 0.62% 44
2017
Q3 		$1.88M Buy
27,498
+1,000
+4% +$66.9K 1.14% 23
2017
Q2 		$1.73M Buy
26,498
+864
+3% +$55.9K 1.01% 26
2017
Q1 		$1.59M Buy
25,634
+75
+0.3% +$4.53K 0.86% 30
2016
Q4 		$1.48M Buy
25,559
+694
+3% +$40K 0.84% 34
2016
Q3 		$1.47M Buy
24,865
+1,045
+4% +$60.6K 0.87% 31
2016
Q2 		$1.33M Buy
23,820
+3,554
+18% +$204K 0.92% 31
2016
Q1 		$1.16M Buy
20,266
+1,465
+8% +$80.7K 0.76% 34
2015
Q4 		$1.1M Buy
18,801
+1,478
+9% +$89K 0.76% 36
2015
Q3 		$993K Buy
17,323
+625
+4% +$38.6K 0.73% 36
2015
Q2 		$1.06M Hold
16,698
– – 0.7% 36
2015
Q1 		$1.07M Buy
+16,698
New +$1.05M 0.7% 34

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Starfire Investment Advisers's EFA Position: Q2 2020 in Review

Starfire Investment Advisers reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2020, selling an estimated $22.1K and leaving 19,500 shares worth $1.19M. The position accounts for 0.57% of the portfolio, ranked #49.

Starfire Investment Advisers first reported a position in EFA in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2018. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • Starfire Investment Advisers held 19,500 shares of iShares MSCI EAFE ETF worth $1.19M as of Q2 2020.
  • Starfire Investment Advisers sold 383 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $22.1K.
  • iShares MSCI EAFE ETF made up 0.57% of Starfire Investment Advisers's portfolio in Q2 2020, its #49 holding.
  • Starfire Investment Advisers first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 22 quarters since.
  • Starfire Investment Advisers's iShares MSCI EAFE ETF position peaked at $1.9M in Q1 2018.
  • 1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.