Brightworth’s iShares MSCI EAFE ETF EFA Stock Holding History

Brightworth’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 Q1	–	Sell	-2,877	Closed	-$226K	–	125
2021 Q4	$226K	Buy	+2,877	New	+$228K	0.02%	121
2018 Q3	–	Sell	-5,483	Closed	-$367K	–	94
2018 Q2	$367K	Buy	+5,483	New	+$384K	0.09%	67
2016 Q1	–	Sell	-39,747	Closed	-$2.33M	–	14
2015 Q4	$2.33M	Buy	+39,747	New	+$2.39M	2.37%	5

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Brightworth's EFA Position: Q1 2022 in Review

Brightworth sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 2,877 shares — an estimated $226K sold.

Brightworth first reported a position in EFA in Q4 2015 and held it in 3 quarters. The position peaked at $2.33M in Q4 2015. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Brightworth reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Brightworth sold 2,877 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $226K.
Brightworth first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 3 quarters.
Brightworth's iShares MSCI EAFE ETF position peaked at $2.33M in Q4 2015.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Brightworth's 13F filing for Q1 2022, filed 29 Apr 2022.