Bruderman Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bruderman Asset 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
2022 Q1	–	Sell	-9,809	Closed	-$769K	–	79
2021 Q4	$769K	Sell	9,809 -23,022	-70%	-$1.82M	0.59%	53
2021 Q3	$2.56M	Buy	+32,831	New	+$2.63M	0.64%	58
2021 Q2	–	Sell	-30,084	Closed	-$2.28M	–	95
2021 Q1	$2.28M	Sell	30,084 -763	-2%	-$57.5K	0.63%	53
2020 Q4	$2.25M	Sell	30,847 -3,511	-10%	-$240K	0.65%	54
2020 Q3	$2.19M	Sell	34,358 -1,053	-3%	-$67.4K	0.72%	46
2020 Q2	$2.16M	Sell	35,411 -2,413	-6%	-$140K	0.72%	46
2020 Q1	$1.93M	Sell	37,824 -11,591	-23%	-$736K	0.77%	39
2019 Q4	$3.47M	Sell	49,415 -6,846	-12%	-$462K	1.08%	40
2019 Q3	$3.85M	Sell	56,261 -13,817	-20%	-$890K	0.97%	40
2019 Q2	$4.61M	Sell	70,078 -6,571	-9%	-$430K	1.09%	36
2019 Q1	$4.97M	Sell	76,649 -1,990	-3%	-$125K	1.09%	35
2018 Q4	$4.62M	Buy	78,639 +6,630	+9%	+$414K	1.19%	33
2018 Q3	$4.9M	Buy	72,009 +7,241	+11%	+$489K	1.12%	35
2018 Q2	$4.34M	Buy	64,768 +5,904	+10%	+$414K	1.06%	39
2018 Q1	$4.1M	Buy	58,864 +4,018	+7%	+$286K	0.98%	34
2017 Q4	$3.86M	Buy	54,846 +5,728	+12%	+$398K	0.98%	35
2017 Q3	$3.36M	Buy	49,118 +19,677	+67%	+$1.32M	0.87%	33
2017 Q2	$1.92M	Buy	29,441 +2,909	+11%	+$188K	0.51%	50
2017 Q1	$1.65M	Buy	26,532 +2,247	+9%	+$136K	0.48%	53
2016 Q4	$1.4M	Buy	24,285 +1,801	+8%	+$104K	0.42%	55
2016 Q3	$1.33M	Buy	22,484 +4,356	+24%	+$253K	0.4%	56
2016 Q2	$1.01M	Buy	18,128 +2,307	+15%	+$133K	0.32%	64
2016 Q1	$904K	Buy	15,821 +7,537	+91%	+$415K	0.31%	66
2015 Q4	$486K	Buy	8,284 +6,796	+457%	+$409K	0.18%	79
2015 Q3	$85K	Buy	1,488 +688	+86%	+$42.5K	0.03%	165
2015 Q2	$51K	Buy	+800	New	+$53.3K	0.02%	215

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

Bruderman Asset Management's EFA Position: Q1 2022 in Review

Bruderman Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 9,809 shares — an estimated $769K sold.

Bruderman Asset Management first reported a position in EFA in Q2 2015 and held it in 26 quarters. The position peaked at $4.97M in Q1 2019. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Bruderman Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 9,809 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $769K.
Bruderman Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2015 and held it in 26 quarters.
Bruderman Asset Management's iShares MSCI EAFE ETF position peaked at $4.97M in Q1 2019.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.