Catalyst Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Catalyst Private Wealth’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 Q4	–	Sell	-4,655	Closed	-$261K	–	74
2022 Q3	$261K	Hold	4,655	–	–	0.2%	58
2022 Q2	$291K	Hold	4,655	–	–	0.21%	62
2022 Q1	$343K	Sell	4,655 -8,352	-64%	-$625K	0.17%	63
2021 Q4	$1.02M	Buy	13,007 +8,349	+179%	+$661K	0.44%	30
2021 Q3	$363K	Buy	4,658 +3	+0.1%	+$240	0.16%	55
2021 Q2	$367K	Buy	+4,655	New	+$370K	0.2%	51
2020 Q4	–	Sell	-450	Closed	-$29K	–	115
2020 Q3	$29K	Buy	+450	New	+$28.8K	0.03%	145

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Catalyst Private Wealth's EFA Position: Q4 2022 in Review

Catalyst Private Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 4,655 shares — an estimated $261K sold.

Catalyst Private Wealth first reported a position in EFA in Q3 2020 and held it in 7 quarters. The position peaked at $1.02M in Q4 2021. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Catalyst Private Wealth reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Catalyst Private Wealth sold 4,655 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $261K.
Catalyst Private Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2020 and held it in 7 quarters.
Catalyst Private Wealth's iShares MSCI EAFE ETF position peaked at $1.02M in Q4 2021.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Catalyst Private Wealth's 13F filing for Q4 2022, filed 23 Jan 2023.