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

BDO 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
2023
Q2 		$39.8M Sell
549,553
-8,370
-2% -$608K 4.57% 3
2023
Q1 		$39.9M Sell
557,923
-13,451
-2% -$941K 4.89% 3
2022
Q4 		$37.5M Buy
571,374
+392,652
+220% +$24.6M 4.66% 3
2022
Q3 		$10M Buy
178,722
+26,587
+17% +$1.66M 1.33% 16
2022
Q2 		$9.51M Buy
152,135
+8,146
+6% +$554K 1.17% 15
2022
Q1 		$10.6M Buy
143,989
+28,969
+25% +$2.17M 1.13% 19
2021
Q4 		$9.05M Sell
115,020
-7,054
-6% -$559K 0.96% 21
2021
Q3 		$9.52M Buy
122,074
+701
+0.6% +$56.1K 1.05% 20
2021
Q2 		$9.57M Buy
121,373
+661
+0.5% +$52.5K 1.06% 20
2021
Q1 		$9.16M Sell
120,712
-1,113
-0.9% -$83.8K 1.08% 20
2020
Q4 		$8.89M Buy
121,825
+5,832
+5% +$399K 1.25% 19
2020
Q3 		$7.38M Sell
115,993
-4,071
-3% -$260K 1.2% 18
2020
Q2 		$7.31M Buy
120,064
+8,401
+8% +$486K 1.28% 18
2020
Q1 		$5.97M Buy
111,663
+24,359
+28% +$1.55M 1.21% 19
2019
Q4 		$6.06M Buy
87,304
+1,374
+2% +$92.8K 1.56% 13
2019
Q3 		$5.6M Sell
85,930
-1,799
-2% -$116K 1.44% 15
2019
Q2 		$5.77M Sell
87,729
-8,420
-9% -$551K 1.57% 16
2019
Q1 		$6.24M Buy
96,149
+16,069
+20% +$1.01M 1.81% 14
2018
Q4 		$4.71M Buy
80,080
+7,322
+10% +$457K 1.62% 14
2018
Q3 		$4.95M Buy
72,758
+2,880
+4% +$194K 1.6% 17
2018
Q2 		$4.68M Sell
69,878
-1,459
-2% -$102K 1.59% 14
2018
Q1 		$4.97M Sell
71,337
-3,519
-5% -$251K 1.87% 14
2017
Q4 		$5.26M Sell
74,856
-4,175
-5% -$290K 2.36% 10
2017
Q3 		$5.41M Buy
79,031
+2,999
+4% +$200K 2.68% 10
2017
Q2 		$4.96M Buy
+76,032
New +$4.92M 2.16% 12

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BDO Wealth Advisors's EFA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2023, selling an estimated $608K and leaving 549,553 shares worth $39.8M. The position accounts for 4.57% of the portfolio, ranked #3.

BDO Wealth Advisors first reported a position in EFA in Q2 2017 and has held it in 25 quarters since. The position peaked at $39.9M in Q1 2023. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • BDO Wealth Advisors held 549,553 shares of iShares MSCI EAFE ETF worth $39.8M as of Q2 2023.
  • BDO Wealth Advisors sold 8,370 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $608K.
  • iShares MSCI EAFE ETF made up 4.57% of BDO Wealth Advisors's portfolio in Q2 2023, its #3 holding.
  • BDO Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares MSCI EAFE ETF position peaked at $39.9M in Q1 2023.
  • 1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.