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Weaver Consulting Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-811
Closed -$52K – 352
2020
Q3 		$52K Hold
811
– – 0.03% 260
2020
Q2 		$49K Sell
811
-1,285
-61% -$74.3K 0.03% 260
2020
Q1 		$112K Sell
2,096
-533
-20% -$33.8K 0.07% 151
2019
Q4 		$171K Hold
2,629
– – 0.09% 124
2019
Q3 		$171K Buy
2,629
+300
+13% +$19.3K 0.09% 117
2019
Q2 		$153K Buy
2,329
+272
+13% +$17.8K 0.08% 118
2019
Q1 		$135K Buy
+2,057
New +$130K 0.04% 267

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Weaver Consulting Group's EFA Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2020, closing a stake of 811 shares — an estimated $52K sold.

Weaver Consulting Group first reported a position in EFA in Q1 2019 and held it in 7 quarters. The position peaked at $171K in Q4 2019. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 811 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $52K.
  • Weaver Consulting Group first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares MSCI EAFE ETF position peaked at $171K in Q4 2019.
  • 1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.