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AJ Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

AJ Wealth Strategies’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
-4,636
Closed -$260K – 304
2022
Q3 		$260K Sell
4,636
-2,302
-33% -$143K 0.02% 254
2022
Q2 		$434K Hold
6,938
– – 0.02% 201
2022
Q1 		$511K Hold
6,938
– – 0.03% 197
2021
Q4 		$546K Hold
6,938
– – 0.03% 193
2021
Q3 		$541K Sell
6,938
-600
-8% -$48K 0.03% 184
2021
Q2 		$595K Buy
7,538
+600
+9% +$47.7K 0.04% 164
2021
Q1 		$526K Hold
6,938
– – 0.04% 160
2020
Q4 		$506K Buy
+6,938
New +$474K 0.04% 146
2020
Q1 		– Sell
-57,324
Closed -$3.98M – 181
2019
Q4 		$3.98M Sell
57,324
-188
-0.3% -$12.7K 0.47% 26
2019
Q3 		$3.75M Buy
57,512
+18,021
+46% +$1.16M 0.49% 26
2019
Q2 		$2.6M Buy
39,491
+211
+0.5% +$13.8K 0.38% 30
2019
Q1 		$2.55M Buy
39,280
+3,226
+9% +$203K 0.42% 26
2018
Q4 		$2.12M Sell
36,054
-1,018
-3% -$63.6K 0.41% 29
2018
Q3 		$2.52M Buy
37,072
+6,581
+22% +$444K 0.47% 23
2018
Q2 		$2.04M Buy
30,491
+6,840
+29% +$480K 0.42% 26
2018
Q1 		$1.65M Sell
23,651
-13,016
-35% -$928K 0.39% 31
2017
Q4 		$2.58M Buy
36,667
+4,020
+12% +$280K 0.64% 22
2017
Q3 		$2.24M Sell
32,647
-702
-2% -$46.9K 0.73% 22
2017
Q2 		$2.17M Sell
33,349
-7,145
-18% -$462K 0.82% 18
2017
Q1 		$2.52M Hold
40,494
– – 1.1% 17
2016
Q4 		$2.34M Buy
+40,494
New +$2.34M 1.21% 17

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

AJ Wealth Strategies's EFA Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 4,636 shares — an estimated $260K sold.

AJ Wealth Strategies first reported a position in EFA in Q4 2016 and held it in 21 quarters. The position peaked at $3.98M in Q4 2019. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • AJ Wealth Strategies reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 4,636 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $260K.
  • AJ Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 21 quarters.
  • AJ Wealth Strategies's iShares MSCI EAFE ETF position peaked at $3.98M in Q4 2019.
  • 1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.