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Wealthstreet Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-31,341
Closed -$2.38M – 157
2021
Q1 		$2.38M Sell
31,341
-359
-1% -$27K 0.23% 104
2020
Q4 		$2.31M Buy
31,700
+69
+0.2% +$4.72K 0.23% 99
2020
Q3 		$2.01M Buy
31,631
+2,876
+10% +$184K 0.22% 100
2020
Q2 		$1.75M Sell
28,755
-652
-2% -$37.7K 0.21% 104
2020
Q1 		$1.57M Sell
29,407
-8,586
-23% -$545K 0.23% 97
2019
Q4 		$2.64M Buy
37,993
+15,817
+71% +$1.07M 0.31% 78
2019
Q3 		$1.49M Sell
22,176
-17,479
-44% -$1.13M 0.19% 110
2019
Q2 		$2.61M Sell
39,655
-952
-2% -$62.3K 0.34% 73
2019
Q1 		$2.63M Buy
40,607
+948
+2% +$59.7K 0.35% 72
2018
Q4 		$2.45M Sell
39,659
-7,110
-15% -$444K 0.34% 72
2018
Q3 		$3.18M Sell
46,769
-189
-0.4% -$12.8K 0.39% 69
2018
Q2 		$3.15M Sell
46,958
-12,243
-21% -$858K 0.42% 65
2018
Q1 		$4.13M Buy
59,201
+1,212
+2% +$86.4K 0.52% 53
2017
Q4 		$4.08M Buy
+57,989
New +$4.03M 0.49% 58

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstreet Investment Advisors's EFA Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 31,341 shares — an estimated $2.38M sold.

Wealthstreet Investment Advisors first reported a position in EFA in Q4 2017 and held it in 14 quarters. The position peaked at $4.13M in Q1 2018. 1,616 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 31,341 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $2.38M.
  • Wealthstreet Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's iShares MSCI EAFE ETF position peaked at $4.13M in Q1 2018.
  • 1,616 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.