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Strategic Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Wealth Management Group’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
2021
Q2 		$900K Hold
11,404
– – 0.33% 43
2021
Q1 		$865K Buy
11,404
+6,073
+114% +$457K 0.33% 39
2020
Q4 		$389K Hold
5,331
– – 0.17% 73
2020
Q3 		$339K Buy
+5,331
New +$341K 0.16% 75

Other funds holding EFA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Management Group's EFA Position: Q2 2021 in Review

Strategic Wealth Management Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2021 at 11,404 shares worth $900K. The position accounts for 0.33% of the portfolio, ranked #43.

Strategic Wealth Management Group first reported a position in EFA in Q3 2020 and has held it in 4 quarters since. 1,612 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • Strategic Wealth Management Group held 11,404 shares of iShares MSCI EAFE ETF worth $900K as of Q2 2021.
  • Strategic Wealth Management Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2021.
  • iShares MSCI EAFE ETF made up 0.33% of Strategic Wealth Management Group's portfolio in Q2 2021, its #43 holding.
  • Strategic Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 4 quarters since.
  • 1,612 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.