Stillwater Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Stillwater Capital Advisors’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 Q1	–	Sell	-6,920	Closed	-$481K	–	64
2019 Q4	$481K	Sell	6,920 -324	-4%	-$21.9K	0.11%	59
2019 Q3	$472K	Sell	7,244 -14,035	-66%	-$904K	0.12%	57
2019 Q2	$1.4M	Sell	21,279 -952	-4%	-$62.3K	0.35%	47
2019 Q1	$1.44M	Buy	22,231 +1,316	+6%	+$82.9K	0.31%	53
2018 Q4	$1.23M	Hold	20,915	–	–	0.31%	51
2018 Q3	$1.42M	Buy	20,915 +12,134	+138%	+$819K	0.3%	51
2018 Q2	$588K	Hold	8,781	–	–	0.14%	58
2018 Q1	$612K	Hold	8,781	–	–	0.15%	57
2017 Q4	$617K	Buy	8,781 +1,450	+20%	+$101K	0.15%	58
2017 Q3	$502K	Buy	7,331 +450	+7%	+$30.1K	0.13%	60
2017 Q2	$449K	Buy	6,881 +2,781	+68%	+$180K	0.11%	65
2017 Q1	$255K	Hold	4,100	–	–	0.07%	68
2016 Q4	$237K	Hold	4,100	–	–	0.06%	69
2016 Q3	$242K	Hold	4,100	–	–	0.07%	68
2016 Q2	$229K	Buy	+4,100	New	+$236K	0.07%	72

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stillwater Capital Advisors's EFA Position: Q1 2020 in Review

Stillwater Capital Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 6,920 shares — an estimated $481K sold.

Stillwater Capital Advisors first reported a position in EFA in Q2 2016 and held it in 15 quarters. The position peaked at $1.44M in Q1 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Stillwater Capital Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Stillwater Capital Advisors sold 6,920 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $481K.
Stillwater Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2016 and held it in 15 quarters.
Stillwater Capital Advisors's iShares MSCI EAFE ETF position peaked at $1.44M in Q1 2019.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Stillwater Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.