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Strategic Capital Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Capital 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
2019
Q4 		– Sell
-572
Closed -$37K – 65
2019
Q3 		$37K Buy
+572
New +$36.9K 0.04% 62

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Capital Advisers's EFA Position: Q4 2019 in Review

Strategic Capital Advisers sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 572 shares — an estimated $37K sold.

Strategic Capital Advisers first reported a position in EFA in Q3 2019 and held it in 1 quarter. The position peaked at $37K in Q3 2019. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

  • Strategic Capital Advisers reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 572 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $37K.
  • Strategic Capital Advisers first reported a position in iShares MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's iShares MSCI EAFE ETF position peaked at $37K in Q3 2019.
  • 1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.