TAIM
EFA icon

TD Ameritrade Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TD Ameritrade Investment 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
Q1 		– Sell
-1,157,256
Closed -$80.4M – 628
2019
Q4 		$80.4M Sell
1,157,256
-16,020
-1% -$1.08M 0.61% 34
2019
Q3 		$76.5M Sell
1,173,276
-1,061,692
-48% -$68.4M 0.61% 34
2019
Q2 		$147M Buy
2,234,968
+87,480
+4% +$5.72M 1.19% 21
2019
Q1 		$139M Buy
2,147,488
+238,617
+13% +$15M 1.17% 21
2018
Q4 		$112M Sell
1,908,871
-53,190
-3% -$3.32M 1.04% 24
2018
Q3 		$133M Buy
1,962,061
+106,629
+6% +$7.2M 1.09% 24
2018
Q2 		$124M Buy
1,855,432
+17,397
+0.9% +$1.22M 1.06% 21
2018
Q1 		$128M Buy
1,838,035
+81,942
+5% +$5.84M 1.39% 14
2017
Q4 		$123M Sell
1,756,093
-306,772
-15% -$21.3M 1.41% 15
2017
Q3 		$141M Sell
2,062,865
-158
-0% -$10.6K 1.75% 14
2017
Q2 		$135M Buy
2,063,023
+349,423
+20% +$22.6M 1.8% 14
2017
Q1 		$107M Sell
1,713,600
-1,398
-0.1% -$84.5K 1.57% 18
2016
Q4 		$99M Buy
1,714,998
+325,896
+23% +$18.8M 1.65% 14
2016
Q3 		$82.1M Buy
1,389,102
+108,661
+8% +$6.3M 1.41% 14
2016
Q2 		$71.5M Sell
1,280,441
-398,765
-24% -$22.9M 1.33% 17
2016
Q1 		$96M Sell
1,679,206
-474,977
-22% -$26.2M 1.91% 15
2015
Q4 		$126M Sell
2,154,183
-81,353
-4% -$4.9M 2.61% 13
2015
Q3 		$128M Buy
2,235,536
+730,832
+49% +$45.1M 2.74% 12
2015
Q2 		$95.5M Buy
1,504,704
+60,769
+4% +$4.05M 1.96% 15
2015
Q1 		$92.7M Sell
1,443,935
-342,314
-19% -$21.6M 1.98% 15
2014
Q4 		$109M Buy
1,786,249
+195,180
+12% +$12.2M 2.49% 11
2014
Q3 		$102M Buy
1,591,069
+163,663
+11% +$10.9M 2.48% 12
2014
Q2 		$97.6M Sell
1,427,406
-3,153,235
-69% -$216M 2.47% 12
2014
Q1 		$308M Buy
4,580,641
+488,849
+12% +$32.3M 8.59% 4
2013
Q4 		$275M Buy
4,091,792
+373,475
+10% +$24.4M 8.39% 4
2013
Q3 		$237M Buy
3,718,317
+241,074
+7% +$14.8M 8.05% 4
2013
Q2 		$199M Buy
+3,477,243
New +$210M 7.44% 5

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TD Ameritrade Investment Management's EFA Position: Q1 2020 in Review

TD Ameritrade Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 1,157,256 shares — an estimated $80.4M sold.

TD Ameritrade Investment Management first reported a position in EFA in Q2 2013 and held it in 27 quarters. The position peaked at $308M in Q1 2014. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • TD Ameritrade Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,157,256 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $80.4M.
  • TD Ameritrade Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 27 quarters.
  • TD Ameritrade Investment Management's iShares MSCI EAFE ETF position peaked at $308M in Q1 2014.
  • 1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2020, filed 13 May 2020.