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

Altium 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 Q2	$623K	Buy	9,975 +3,017	+43%	+$205K	0.04%	207
2022 Q1	$512K	Hold	6,958	–	–	0.03%	259
2021 Q4	$547K	Sell	6,958 -296	-4%	-$23.4K	0.04%	233
2021 Q3	$566K	Buy	7,254 +296	+4%	+$23.7K	0.04%	207
2021 Q2	$549K	Hold	6,958	–	–	0.04%	212
2021 Q1	$528K	Sell	6,958 -836	-11%	-$62.9K	0.04%	205
2020 Q4	$569K	Buy	7,794 +2,491	+47%	+$170K	0.05%	167
2020 Q3	$338K	Sell	5,303 -9	-0.2%	-$576	0.04%	246
2020 Q2	$323K	Sell	5,312 -3,255	-38%	-$188K	0.04%	254
2020 Q1	$458K	Sell	8,567 -8,670	-50%	-$550K	0.06%	149
2019 Q4	$1.2M	Buy	17,237 +745	+5%	+$50.3K	0.14%	81
2019 Q3	$1.07M	Sell	16,492 -153	-0.9%	-$9.86K	0.14%	87
2019 Q2	$1.09M	Sell	16,645 -11,673	-41%	-$764K	0.16%	76
2019 Q1	$1.84M	Sell	28,318 -884	-3%	-$55.7K	0.29%	46
2018 Q4	$1.72M	Sell	29,202 -6,829	-19%	-$427K	0.33%	45
2018 Q3	$2.45M	Sell	36,031 -7,193	-17%	-$486K	0.47%	34
2018 Q2	$2.9M	Buy	43,224 +2,623	+6%	+$184K	0.77%	22
2018 Q1	$2.83M	Sell	40,601 -111	-0.3%	-$7.91K	1.11%	20
2017 Q4	$2.86M	Buy	+40,712	New	+$2.83M	1.31%	17

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altium Wealth Management's EFA Position: Q2 2022 in Review

Altium Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 43% in Q2 2022, buying an estimated $205K and bringing the position to 9,975 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #207.

Altium Wealth Management first reported a position in EFA in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.9M in Q2 2018. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Altium Wealth Management held 9,975 shares of iShares MSCI EAFE ETF worth $623K as of Q2 2022.
Altium Wealth Management bought 3,017 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $205K.
iShares MSCI EAFE ETF made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #207 holding.
Altium Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's iShares MSCI EAFE ETF position peaked at $2.9M in Q2 2018.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.