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Woodley Farra Manion Portfolio Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q3 		– Sell
-11
Closed -$1K – 170
2020
Q2 		$1K Hold
11
– – ﹤0.01% 388
2020
Q1 		$1K Hold
11
– – ﹤0.01% 389
2019
Q4 		$1K Buy
+11
New +$743 ﹤0.01% 382

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's EFA Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in EFA in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 11 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares MSCI EAFE ETF position peaked at $1K in Q2 2020.
  • 1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.