Atlas Private Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-479	Closed	-$37K	–	311
2021 Q3	$37K	Sell	479 -108	-18%	-$8.64K	0.02%	266
2021 Q2	$46K	Buy	587 +7	+1%	+$556	0.02%	239
2021 Q1	$44K	Sell	580 -421	-42%	-$31.7K	0.02%	243
2020 Q4	$73K	Sell	1,001 -182	-15%	-$12.4K	0.05%	183
2020 Q3	$75K	Sell	1,183 -363	-23%	-$23.2K	0.06%	162
2020 Q2	$94K	Buy	+1,546	New	+$89.4K	0.08%	148

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Atlas Private Wealth Advisors's EFA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 479 shares — an estimated $37K sold.

Atlas Private Wealth Advisors first reported a position in EFA in Q2 2020 and held it in 6 quarters. The position peaked at $94K in Q2 2020. 1,777 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 479 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $37K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares MSCI EAFE ETF position peaked at $94K in Q2 2020.
1,777 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.