Sunflower Bank Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sunflower Bank Wealth Management’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 Q3	$3.22M	Buy	50,604 +583	+1%	+$37.3K	1.08%	18
2020 Q2	$3.04M	Sell	50,021 -2,930	-6%	-$169K	1.02%	17
2020 Q1	$2.83M	Buy	52,951 +1,898	+4%	+$120K	1.08%	18
2019 Q4	$3.54M	Buy	51,053 +4,545	+10%	+$307K	1.08%	18
2019 Q3	$3.03M	Sell	46,508 -58,236	-56%	-$3.75M	0.97%	21
2019 Q2	$6.88M	Sell	104,744 -690	-0.7%	-$45.2K	2.22%	11
2019 Q1	$6.84M	Buy	105,434 +56,800	+117%	+$3.58M	2.06%	11
2018 Q4	$2.86M	Sell	48,634 -951	-2%	-$59.4K	0.92%	23
2018 Q3	$3.37M	Buy	49,585 +1,201	+2%	+$81.1K	0.95%	22
2018 Q2	$3.24M	Buy	48,384 +260	+0.5%	+$18.2K	0.95%	24
2018 Q1	$3.35M	Buy	48,124 +11,551	+32%	+$824K	0.93%	26
2017 Q4	$2.57M	Buy	36,573 +15,535	+74%	+$1.08M	0.69%	27
2017 Q3	$1.44M	Sell	21,038 -485	-2%	-$32.4K	0.52%	27
2017 Q2	$1.4M	Sell	21,523 -1,340	-6%	-$86.7K	0.48%	38
2017 Q1	$1.42M	Sell	22,863 -10,043	-31%	-$607K	0.49%	38
2016 Q4	$1.9M	Buy	32,906 +1,098	+3%	+$63.3K	0.68%	28
2016 Q3	$1.88M	Sell	31,808 -75	-0.2%	-$4.35K	0.69%	30
2016 Q2	$1.78M	Sell	31,883 -290	-0.9%	-$16.7K	0.62%	32
2016 Q1	$1.84M	Sell	32,173 -462	-1%	-$25.5K	0.66%	32
2015 Q4	$1.92M	Sell	32,635 -77,990	-70%	-$4.7M	0.67%	31
2015 Q3	$6.34M	Sell	110,625 -5,960	-5%	-$368K	2.31%	8
2015 Q2	$7.4M	Buy	116,585 +29,945	+35%	+$1.99M	2.52%	8
2015 Q1	$5.56M	Buy	86,640 +64,422	+290%	+$4.06M	1.83%	11
2014 Q4	$1.35M	Sell	22,218 -1,245	-5%	-$77.7K	0.43%	41
2014 Q3	$1.5M	Buy	23,463 +852	+4%	+$56.8K	0.51%	36
2014 Q2	$1.55M	Sell	22,611 -717	-3%	-$49.1K	0.63%	34
2014 Q1	$1.57M	Buy	23,328 +60	+0.3%	+$3.96K	0.76%	26
2013 Q4	$1.56M	Buy	23,268 +155	+0.7%	+$10.1K	0.79%	24
2013 Q3	$1.48M	Sell	23,113 -38,460	-62%	-$2.36M	0.8%	25
2013 Q2	$3.53M	Buy	+61,573	New	+$3.72M	1.91%	10

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunflower Bank Wealth Management's EFA Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q3 2020, buying an estimated $37.3K and bringing the position to 50,604 shares worth $3.22M. The position accounts for 1.08% of the portfolio, ranked #18.

Sunflower Bank Wealth Management first reported a position in EFA in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.4M in Q2 2015. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

Sunflower Bank Wealth Management held 50,604 shares of iShares MSCI EAFE ETF worth $3.22M as of Q3 2020.
Sunflower Bank Wealth Management bought 583 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $37.3K.
iShares MSCI EAFE ETF made up 1.08% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #18 holding.
Sunflower Bank Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's iShares MSCI EAFE ETF position peaked at $7.4M in Q2 2015.
1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.