Stevard LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Stevard LLC’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	–	Sell	-3,750	Closed	-$200K	–	161
2020 Q1	$200K	Hold	3,750	–	–	0.13%	58
2019 Q4	$260K	Buy	+3,750	New	+$253K	0.16%	61

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stevard LLC's EFA Position: Q2 2020 in Review

Stevard LLC sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 3,750 shares — an estimated $200K sold.

Stevard LLC first reported a position in EFA in Q4 2019 and held it in 2 quarters. The position peaked at $260K in Q4 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Stevard LLC reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Stevard LLC sold 3,750 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $200K.
Stevard LLC first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
Stevard LLC's iShares MSCI EAFE ETF position peaked at $260K in Q4 2019.
1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Stevard LLC's 13F filing for Q2 2020, filed 11 Aug 2020.