Claraphi Advisory Network’s iShares MSCI EAFE ETF EFA Stock Holding History

Claraphi Advisory Network’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	$4.6M	Buy	70,106 +20,417	+41%	+$1.28M	1.83%	9
2022 Q3	$2.78M	Sell	49,689 -27,493	-36%	-$1.71M	1.51%	9
2022 Q2	$4.82M	Sell	77,182 -28,635	-27%	-$1.95M	1.7%	8
2022 Q1	$7.79M	Buy	+105,817	New	+$7.91M	2.25%	8
2020 Q2	–	Sell	-253	Closed	-$14K	–	517
2020 Q1	$14K	Buy	+253	New	+$16.1K	0.01%	705
2019 Q4	–	Sell	-253	Closed	-$17K	–	236
2019 Q3	$17K	Buy	+253	New	+$16.3K	0.01%	312

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Claraphi Advisory Network's EFA Position: Q4 2022 in Review

Claraphi Advisory Network increased its iShares MSCI EAFE ETF (EFA) stake by 41% in Q4 2022, buying an estimated $1.28M and bringing the position to 70,106 shares worth $4.6M. The position accounts for 1.83% of the portfolio, ranked #9.

Claraphi Advisory Network first reported a position in EFA in Q3 2019 and has held it in 6 quarters since. The position peaked at $7.79M in Q1 2022. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Claraphi Advisory Network held 70,106 shares of iShares MSCI EAFE ETF worth $4.6M as of Q4 2022.
Claraphi Advisory Network bought 20,417 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $1.28M.
iShares MSCI EAFE ETF made up 1.83% of Claraphi Advisory Network's portfolio in Q4 2022, its #9 holding.
Claraphi Advisory Network first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 6 quarters since.
Claraphi Advisory Network's iShares MSCI EAFE ETF position peaked at $7.79M in Q1 2022.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.