Wharton Business Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Wharton Business 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 Q1	–	Sell	-3,045	Closed	-$211K	–	109
2019 Q4	$211K	Buy	+3,045	New	+$206K	0.02%	114
2019 Q3	–	Sell	-3,045	Closed	-$200K	–	103
2019 Q2	$200K	Buy	+3,045	New	+$199K	0.02%	99
2018 Q4	–	Sell	-3,045	Closed	-$207K	–	98
2018 Q3	$207K	Hold	3,045	–	–	0.02%	97
2018 Q2	$203K	Hold	3,045	–	–	0.02%	99
2018 Q1	$212K	Hold	3,045	–	–	0.02%	96
2017 Q4	$214K	Sell	3,045 -2,534	-45%	-$176K	0.02%	102
2017 Q3	$382K	Buy	+5,579	New	+$373K	0.04%	81

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

Wharton Business Group's EFA Position: Q1 2020 in Review

Wharton Business Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 3,045 shares — an estimated $211K sold.

Wharton Business Group first reported a position in EFA in Q3 2017 and held it in 7 quarters. The position peaked at $382K in Q3 2017. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

Wharton Business Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Wharton Business Group sold 3,045 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $211K.
Wharton Business Group first reported a position in iShares MSCI EAFE ETF in Q3 2017 and held it in 7 quarters.
Wharton Business Group's iShares MSCI EAFE ETF position peaked at $382K in Q3 2017.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Wharton Business Group's 13F filing for Q1 2020, filed 27 Apr 2020.