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Xcel Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Xcel Wealth 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
-6,901
Closed -$420K – 111
2020
Q2 		$420K Buy
+6,901
New +$399K 0.26% 71

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
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 $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Xcel Wealth Management's EFA Position: Q3 2020 in Review

Xcel Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2020, closing a stake of 6,901 shares — an estimated $420K sold.

Xcel Wealth Management first reported a position in EFA in Q2 2020 and held it in 1 quarter. The position peaked at $420K in Q2 2020. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

  • Xcel Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Xcel Wealth Management sold 6,901 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $420K.
  • Xcel Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2020 and held it in 1 quarter.
  • Xcel Wealth Management's iShares MSCI EAFE ETF position peaked at $420K in Q2 2020.
  • 1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on Xcel Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.