Butensky & Cohen Financial Security’s iShares MSCI EAFE ETF EFA Stock Holding History

Butensky & Cohen Financial Security’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 Q2	–	Sell	-3,368	Closed	-$248K	–	99
2022 Q1	$248K	Sell	3,368 -190	-5%	-$14.2K	0.09%	92
2021 Q4	$280K	Sell	3,558 -42	-1%	-$3.33K	0.1%	93
2021 Q3	$281K	Sell	3,600 -48	-1%	-$3.84K	0.11%	95
2021 Q2	$288K	Sell	3,648 -135	-4%	-$10.7K	0.11%	93
2021 Q1	$287K	Sell	3,783 -178	-4%	-$13.4K	0.12%	92
2020 Q4	$289K	Sell	3,961 -2	-0.1%	-$137	0.13%	91
2020 Q3	$252K	Hold	3,963	–	–	0.13%	89
2020 Q2	$241K	Sell	3,963 -150	-4%	-$8.67K	0.14%	89
2020 Q1	$220K	Hold	4,113	–	–	0.17%	86
2019 Q4	$286K	Sell	4,113 -40	-1%	-$2.7K	0.16%	84
2019 Q3	$271K	Sell	4,153 -67	-2%	-$4.32K	0.16%	82
2019 Q2	$277K	Sell	4,220 -100	-2%	-$6.54K	0.18%	81
2019 Q1	$280K	Sell	4,320 -122	-3%	-$7.69K	0.2%	81
2018 Q4	$261K	Sell	4,442 -305	-6%	-$19K	0.23%	78
2018 Q3	$323K	Sell	4,747 -85	-2%	-$5.74K	0.26%	77
2018 Q2	$324K	Sell	4,832 -145	-3%	-$10.2K	0.27%	76
2018 Q1	$347K	Sell	4,977 -70	-1%	-$4.99K	0.3%	74
2017 Q4	$355K	Sell	5,047 -18	-0.4%	-$1.25K	0.29%	75
2017 Q3	$347K	Sell	5,065 -20	-0.4%	-$1.34K	0.31%	73
2017 Q2	$332K	Hold	5,085	–	–	0.3%	75
2017 Q1	$317K	Sell	5,085 -337	-6%	-$20.4K	0.29%	75
2016 Q4	$313K	Sell	5,422 -175	-3%	-$10.1K	0.29%	73
2016 Q3	$331K	Hold	5,597	–	–	0.32%	72
2016 Q2	$312K	Sell	5,597 -20	-0.4%	-$1.15K	0.31%	72
2016 Q1	$321K	Sell	5,617 -135	-2%	-$7.44K	0.31%	72
2015 Q4	$338K	Sell	5,752 -315	-5%	-$19K	0.33%	73
2015 Q3	$348K	Buy	6,067 +20	+0.3%	+$1.24K	0.37%	72
2015 Q2	$384K	Sell	6,047 -245	-4%	-$16.3K	0.39%	74
2015 Q1	$404K	Sell	6,292 -265	-4%	-$16.7K	0.4%	75
2014 Q4	$399K	Buy	+6,557	New	+$409K	0.4%	74

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Butensky & Cohen Financial Security's EFA Position: Q2 2022 in Review

Butensky & Cohen Financial Security sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 3,368 shares — an estimated $248K sold.

Butensky & Cohen Financial Security first reported a position in EFA in Q4 2014 and held it in 30 quarters. The position peaked at $404K in Q1 2015. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Butensky & Cohen Financial Security reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Butensky & Cohen Financial Security sold 3,368 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $248K.
Butensky & Cohen Financial Security first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 30 quarters.
Butensky & Cohen Financial Security's iShares MSCI EAFE ETF position peaked at $404K in Q1 2015.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2022, filed 14 Jul 2022.