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Winthrop Partners - WNY’s iShares MSCI EAFE ETF EFA Stock Holding History

Winthrop Partners - WNY’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
2019
Q3 		$73.7K Hold
1,130
– – 0.05% 164
2019
Q2 		$74.3K Buy
+1,130
New +$73.9K 0.06% 136
2018
Q4 		– Sell
-1,130
Closed -$76.8K – 248
2018
Q3 		$76.8K Hold
1,130
– – 0.06% 155
2018
Q2 		$75.7K Hold
1,130
– – 0.06% 160
2018
Q1 		$79.1K Buy
+1,130
New +$80.6K 0.06% 179

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winthrop Partners - WNY's EFA Position: Q3 2019 in Review

Winthrop Partners - WNY held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2019 at 1,130 shares worth $73.7K. The position accounts for 0.05% of the portfolio, ranked #164.

Winthrop Partners - WNY first reported a position in EFA in Q1 2018 and has held it in 5 quarters since. The position peaked at $79.1K in Q1 2018. 1,393 funds tracked by Wall St. Rank hold EFA as of Q3 2019.

  • Winthrop Partners - WNY held 1,130 shares of iShares MSCI EAFE ETF worth $73.7K as of Q3 2019.
  • Winthrop Partners - WNY left its iShares MSCI EAFE ETF share count unchanged in Q3 2019.
  • iShares MSCI EAFE ETF made up 0.05% of Winthrop Partners - WNY's portfolio in Q3 2019, its #164 holding.
  • Winthrop Partners - WNY first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 5 quarters since.
  • Winthrop Partners - WNY's iShares MSCI EAFE ETF position peaked at $79.1K in Q1 2018.
  • 1,393 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.