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WealthStone’s iShares MSCI EAFE ETF EFA Stock Holding History

WealthStone’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
2021
Q1 		$1.63M Sell
21,522
-1,370
-6% -$103K 0.57% 26
2020
Q4 		$1.67M Buy
+22,892
New +$1.57M 0.59% 24

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthStone's EFA Position: Q1 2021 in Review

WealthStone reduced its iShares MSCI EAFE ETF (EFA) stake by 6% in Q1 2021, selling an estimated $103K and leaving 21,522 shares worth $1.63M. The position accounts for 0.57% of the portfolio, ranked #26.

WealthStone first reported a position in EFA in Q4 2020 and has held it in 2 quarters since. The position peaked at $1.67M in Q4 2020. 1,589 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

  • WealthStone held 21,522 shares of iShares MSCI EAFE ETF worth $1.63M as of Q1 2021.
  • WealthStone sold 1,370 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $103K.
  • iShares MSCI EAFE ETF made up 0.57% of WealthStone's portfolio in Q1 2021, its #26 holding.
  • WealthStone first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 2 quarters since.
  • WealthStone's iShares MSCI EAFE ETF position peaked at $1.67M in Q4 2020.
  • 1,589 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.