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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Accuvest Global Advisors's EFA Position: Q3 2022 in Review

Accuvest Global Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 5,000 shares — an estimated $312K sold.

Accuvest Global Advisors first reported a position in EFA in Q4 2015 and held it in 7 quarters. The position peaked at $10.1M in Q2 2017. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Accuvest Global Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Accuvest Global Advisors sold 5,000 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $312K.
Accuvest Global Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 7 quarters.
Accuvest Global Advisors's iShares MSCI EAFE ETF position peaked at $10.1M in Q2 2017.
1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Accuvest Global Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.