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

SVA 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 Q4	$732K	Buy	+10,028	New	+$686K	0.06%	138
2020 Q2	–	Sell	-4,113	Closed	-$220K	–	199
2020 Q1	$220K	Sell	4,113 -3,311	-45%	-$210K	0.03%	178
2019 Q4	$516K	Buy	7,424 +2,330	+46%	+$157K	0.05%	147
2019 Q3	$332K	Hold	5,094	–	–	0.03%	169
2019 Q2	$335K	Sell	5,094 -31	-0.6%	-$2.03K	0.03%	172
2019 Q1	$332K	Hold	5,125	–	–	0.03%	176
2018 Q4	$301K	Buy	+5,125	New	+$320K	0.03%	178

Other funds holding EFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SVA Wealth Management's EFA Position: Q4 2020 in Review

SVA Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2020: 10,028 shares worth $732K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: SVA Wealth Management previously reported a position in EFA as recently as Q1 2020.

SVA Wealth Management first reported a position in EFA in Q4 2018 and has held it in 7 quarters since. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

SVA Wealth Management held 10,028 shares of iShares MSCI EAFE ETF worth $732K as of Q4 2020.
iShares MSCI EAFE ETF was a new SVA Wealth Management position in Q4 2020.
iShares MSCI EAFE ETF made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #138 holding.
SVA Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 7 quarters since.
1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.