Vickerman & Driscoll Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Vickerman & Driscoll Financial Advisors’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	$420K	Sell	7,847 -184	-2%	-$11.7K	0.26%	53
2019 Q4	$558K	Sell	8,031 -257	-3%	-$17.4K	0.28%	53
2019 Q3	$540K	Hold	8,288	–	–	0.3%	56
2019 Q2	$545K	Sell	8,288 -266	-3%	-$17.4K	0.3%	57
2019 Q1	$555K	Sell	8,554 -7,920	-48%	-$499K	0.31%	59
2018 Q4	$968K	Buy	16,474 +1,071	+7%	+$66.9K	0.75%	40
2018 Q3	$1.05M	Sell	15,403 -7	-0%	-$473	0.73%	40
2018 Q2	$1.03M	Sell	15,410 -2,167	-12%	-$152K	0.75%	39
2018 Q1	$1.23M	Buy	17,577 +1,087	+7%	+$77.5K	0.9%	35
2017 Q4	$1.16M	Buy	+16,490	New	+$1.15M	0.91%	39

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's EFA Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q1 2020, selling an estimated $11.7K and leaving 7,847 shares worth $420K. The position accounts for 0.26% of the portfolio, ranked #53.

Vickerman & Driscoll Financial Advisors first reported a position in EFA in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.23M in Q1 2018. 1,440 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 7,847 shares of iShares MSCI EAFE ETF worth $420K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 184 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $11.7K.
iShares MSCI EAFE ETF made up 0.26% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #53 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.23M in Q1 2018.
1,440 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.