Ballew Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Ballew 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	-2,736	Closed	-$213K	–	123
2021 Q3	$213K	Sell	2,736 -2,250	-45%	-$180K	0.16%	100
2021 Q2	$397K	Buy	+4,986	New	+$396K	0.28%	79
2018 Q4	–	Sell	-1,916	Closed	-$118K	–	186
2018 Q3	$118K	Sell	1,916 -80	-4%	-$5.4K	0.11%	108
2018 Q2	$134K	Sell	1,996 -1,062	-35%	-$74.5K	0.15%	97
2018 Q1	$213K	Buy	+3,058	New	+$218K	0.19%	87

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

Ballew Advisors's EFA Position: Q4 2021 in Review

Ballew Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 2,736 shares — an estimated $213K sold.

Ballew Advisors first reported a position in EFA in Q1 2018 and held it in 5 quarters. The position peaked at $397K in Q2 2021. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Ballew Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Ballew Advisors sold 2,736 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $213K.
Ballew Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 5 quarters.
Ballew Advisors's iShares MSCI EAFE ETF position peaked at $397K in Q2 2021.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Ballew Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.