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Wealth Quarterback’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Quarterback’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
-228
Closed -$12.2K – 288
2020
Q1 		$12.2K Hold
228
– – 0.01% 432
2019
Q4 		$15.8K Buy
+228
New +$15.4K 0.01% 409

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Quarterback's EFA Position: Q2 2020 in Review

Wealth Quarterback sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 228 shares — an estimated $12.2K sold.

Wealth Quarterback first reported a position in EFA in Q4 2019 and held it in 2 quarters. The position peaked at $15.8K in Q4 2019. 1,418 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

  • Wealth Quarterback reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 228 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $12.2K.
  • Wealth Quarterback first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's iShares MSCI EAFE ETF position peaked at $15.8K in Q4 2019.
  • 1,418 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.