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Sullivan, Bruyette, Speros & Blaney’s iShares MSCI EAFE ETF EFA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2018
Q3 		– Sell
-3,300
Closed -$221K – 171
2018
Q2 		$221K Hold
3,300
– – 0.02% 154
2018
Q1 		$230K Buy
+3,300
New +$235K 0.02% 148
2017
Q2 		– Sell
-3,400
Closed -$212K – 151
2017
Q1 		$212K Buy
+3,400
New +$206K 0.02% 136

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Sullivan, Bruyette, Speros & Blaney's EFA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2021, buying an estimated $342K and bringing the position to 172,271 shares worth $13.1M. The position accounts for 0.58% of the portfolio, ranked #24.

Sullivan, Bruyette, Speros & Blaney first reported a position in EFA in Q4 2018 and has held it in 10 quarters since. The position peaked at $18.9M in Q1 2019. 1,590 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 172,271 shares of iShares MSCI EAFE ETF worth $13.1M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 4,542 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $342K.
  • iShares MSCI EAFE ETF made up 0.58% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #24 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 10 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's iShares MSCI EAFE ETF position peaked at $18.9M in Q1 2019.
  • 1,590 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.