American Portfolios Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

American Portfolios 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	$2.15M	Buy	38,466 +7,804	+25%	+$486K	0.09%	222
2022 Q2	$1.92M	Buy	30,662 +87	+0.3%	+$5.92K	0.08%	254
2022 Q1	$2.25M	Buy	30,575 +365	+1%	+$27.3K	0.08%	259
2021 Q4	$2.38M	Buy	30,210 +1,755	+6%	+$139K	0.08%	249
2021 Q3	$2.22M	Buy	28,455 +1,037	+4%	+$83K	0.08%	248
2021 Q2	$2.16M	Sell	27,418 -1,123	-4%	-$89.2K	0.08%	248
2021 Q1	$2.17M	Buy	28,541 +5,789	+25%	+$436K	0.09%	208
2020 Q4	$1.66M	Buy	22,752 +688	+3%	+$47.1K	0.08%	227
2020 Q3	$1.4M	Sell	22,064 -2,116	-9%	-$135K	0.08%	225
2020 Q2	$1.47M	Sell	24,180 -2,898	-11%	-$168K	0.1%	202
2020 Q1	$1.45M	Sell	27,078 -3,332	-11%	-$211K	0.12%	162
2019 Q4	$2.11M	Buy	30,410 +3,117	+11%	+$211K	0.15%	143
2019 Q3	$1.78M	Sell	27,293 -4,073	-13%	-$262K	0.15%	148
2019 Q2	$2.06M	Sell	31,366 -499	-2%	-$32.7K	0.17%	132
2019 Q1	$2.07M	Sell	31,865 -526	-2%	-$33.1K	0.19%	113
2018 Q4	$1.9M	Buy	32,391 +3,341	+12%	+$209K	0.24%	97
2018 Q3	$1.98M	Buy	29,050 +2,446	+9%	+$165K	0.23%	95
2018 Q2	$1.78M	Buy	26,604 +557	+2%	+$39.1K	0.24%	86
2018 Q1	$1.81M	Buy	26,047 +3,198	+14%	+$228K	0.27%	79
2017 Q4	$1.61M	Buy	+22,849	New	+$1.59M	0.25%	80

Other funds holding EFA

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

American Portfolios Advisors's EFA Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q3 2022, buying an estimated $486K and bringing the position to 38,466 shares worth $2.15M. The position accounts for 0.09% of the portfolio, ranked #222.

American Portfolios Advisors first reported a position in EFA in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.38M in Q4 2021. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

American Portfolios Advisors held 38,466 shares of iShares MSCI EAFE ETF worth $2.15M as of Q3 2022.
American Portfolios Advisors bought 7,804 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $486K.
iShares MSCI EAFE ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #222 holding.
American Portfolios Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares MSCI EAFE ETF position peaked at $2.38M in Q4 2021.
1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.