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

AMJ Financial 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
2021
Q2 		– Sell
-10,271
Closed -$779K – 92
2021
Q1 		$779K Buy
10,271
+3,684
+56% +$277K 0.38% 47
2020
Q4 		$481K Buy
+6,587
New +$450K 0.25% 60

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AMJ Financial Wealth Management's EFA Position: Q2 2021 in Review

AMJ Financial Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 10,271 shares — an estimated $779K sold.

AMJ Financial Wealth Management first reported a position in EFA in Q4 2020 and held it in 2 quarters. The position peaked at $779K in Q1 2021. 1,613 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

  • AMJ Financial Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 10,271 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $779K.
  • AMJ Financial Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 2 quarters.
  • AMJ Financial Wealth Management's iShares MSCI EAFE ETF position peaked at $779K in Q1 2021.
  • 1,613 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.