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American Research & Management Company’s iShares MSCI EAFE ETF EFA Stock Holding History

American Research & Management Company’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 		$8K Hold
150
– – ﹤0.01% 299
2022
Q2 		$9K Hold
150
– – ﹤0.01% 296
2022
Q1 		$11K Hold
150
– – ﹤0.01% 297
2021
Q4 		$12K Buy
+150
New +$11.9K ﹤0.01% 290

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Research & Management Company's EFA Position: Q3 2022 in Review

American Research & Management Company held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2022 at 150 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

American Research & Management Company first reported a position in EFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q4 2021. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

  • American Research & Management Company held 150 shares of iShares MSCI EAFE ETF worth $8K as of Q3 2022.
  • American Research & Management Company left its iShares MSCI EAFE ETF share count unchanged in Q3 2022.
  • iShares MSCI EAFE ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #299 holding.
  • American Research & Management Company first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
  • American Research & Management Company's iShares MSCI EAFE ETF position peaked at $12K in Q4 2021.
  • 1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.