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Advanced Research Investment Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-135
Closed -$8K – 66
2022
Q3 		$8K Hold
135
– – ﹤0.01% 135
2022
Q2 		$8K Hold
135
– – ﹤0.01% 103
2022
Q1 		$10K Sell
135
-325
-71% -$24.3K ﹤0.01% 144
2021
Q4 		$36K Hold
460
– – 0.01% 99
2021
Q3 		$35.9K Hold
460
– – 0.02% 86
2021
Q2 		$36K Hold
460
– – 0.03% 32
2021
Q1 		$35K Hold
460
– – 0.04% 26
2020
Q4 		$34K Buy
+460
New +$31.5K 0.05% 24

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Advanced Research Investment Solutions's EFA Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 135 shares — an estimated $8K sold.

Advanced Research Investment Solutions first reported a position in EFA in Q4 2020 and held it in 8 quarters. The position peaked at $36K in Q4 2021. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 135 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $8K.
  • Advanced Research Investment Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 8 quarters.
  • Advanced Research Investment Solutions's iShares MSCI EAFE ETF position peaked at $36K in Q4 2021.
  • 1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.