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United Bank (Georgia)’s iShares MSCI EAFE ETF EFA Stock Holding History

United Bank (Georgia)’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
Q2 		– Sell
-149,825
Closed -$8.01M – 75
2020
Q1 		$8.01M Sell
149,825
-7,044
-4% -$447K 8.27% 1
2019
Q4 		$10.9M Buy
156,869
+4,156
+3% +$281K 7.37% 1
2019
Q3 		$9.96M Sell
152,713
-2,315
-1% -$149K 7.38% 1
2019
Q2 		$10.2M Buy
155,028
+7,318
+5% +$479K 7.97% 1
2019
Q1 		$9.58M Buy
147,710
+3,228
+2% +$203K 7.63% 1
2018
Q4 		$8.49M Buy
144,482
+15,771
+12% +$985K 7.83% 1
2018
Q3 		$8.75M Buy
128,711
+6,934
+6% +$468K 6.92% 1
2018
Q2 		$8.15M Buy
121,777
+9,760
+9% +$684K 7.02% 1
2018
Q1 		$7.8M Buy
112,017
+16,878
+18% +$1.2M 7.09% 1
2017
Q4 		$6.69M Buy
+95,139
New +$6.62M 5.72% 1
2017
Q3 		– Sell
-65,309
Closed -$4.26M – 72
2017
Q2 		$4.26M Buy
65,309
+7,507
+13% +$486K 3.95% 2
2017
Q1 		$3.6M Buy
57,802
+4,071
+8% +$246K 3.42% 2
2016
Q4 		$3.1M Buy
+53,731
New +$3.1M 3.16% 5

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Bank (Georgia)'s EFA Position: Q2 2020 in Review

United Bank (Georgia) sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 149,825 shares — an estimated $8.01M sold.

United Bank (Georgia) first reported a position in EFA in Q4 2016 and held it in 13 quarters. The position peaked at $10.9M in Q4 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • United Bank (Georgia) reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • United Bank (Georgia) sold 149,825 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $8.01M.
  • United Bank (Georgia) first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 13 quarters.
  • United Bank (Georgia)'s iShares MSCI EAFE ETF position peaked at $10.9M in Q4 2019.
  • 1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on United Bank (Georgia)'s 13F filing for Q2 2020, filed 5 Aug 2020.