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Accuvest Global Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Accuvest Global Advisors’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
2022
Q3 		– Sell
-5,000
Closed -$312K – 105
2022
Q2 		$312K Buy
+5,000
New +$340K 0.2% 78
2019
Q4 		– Sell
-58,290
Closed -$3.8M – 71
2019
Q3 		$3.8M Buy
+58,290
New +$3.76M 7.71% 2
2018
Q2 		– Sell
-3,960
Closed -$276K – 124
2018
Q1 		$276K Sell
3,960
-35,040
-90% -$2.5M 0.2% 49
2017
Q4 		$2.74M Sell
39,000
-20,379
-34% -$1.42M 2.01% 15
2017
Q3 		$4.07M Sell
59,379
-95,821
-62% -$6.41M 3.46% 8
2017
Q2 		$10.1M Buy
+155,200
New +$10M 3.36% 10
2016
Q1 		– Sell
-20,900
Closed -$1.23M – 69
2015
Q4 		$1.23M Buy
+20,900
New +$1.26M 0.53% 26

Other funds holding EFA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return