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

Align 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
2022 Q4	$208K	Buy	+3,714	New	+$233K	0.18%	27

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Align Wealth Management's EFA Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 3,714 shares worth $208K. The stake represents 0.18% of the portfolio and ranks #27 among its holdings.

1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Align Wealth Management held 3,714 shares of iShares MSCI EAFE ETF worth $208K as of Q4 2022.
iShares MSCI EAFE ETF was a new Align Wealth Management position in Q4 2022.
iShares MSCI EAFE ETF made up 0.18% of Align Wealth Management's portfolio in Q4 2022, its #27 holding.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.