CW
EFA icon

Connectus Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Connectus 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
-4,313
Closed -$242K – 445
2022
Q3 		$242K Sell
4,313
-158
-4% -$9.85K 0.01% 463
2022
Q2 		$280K Buy
4,471
+308
+7% +$21K 0.01% 388
2022
Q1 		$328K Buy
+4,163
New +$311K 0.01% 322

Other funds holding EFA

BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Connectus Wealth's EFA Position: Q4 2022 in Review

Connectus Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 4,313 shares — an estimated $242K sold.

Connectus Wealth first reported a position in EFA in Q1 2022 and held it in 3 quarters. The position peaked at $328K in Q1 2022. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Connectus Wealth reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 4,313 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $242K.
  • Connectus Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 3 quarters.
  • Connectus Wealth's iShares MSCI EAFE ETF position peaked at $328K in Q1 2022.
  • 1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.