Cornerstone Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Cornerstone Wealth Group’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	-117,357	Closed	-$9.23M	–	151
2021 Q4	$9.23M	Buy	117,357 +98,857	+534%	+$7.83M	1.58%	18
2021 Q3	$1.44M	Hold	18,500	–	–	0.25%	93
2021 Q2	$1.42M	Buy	+18,500	New	+$1.47M	0.29%	88
2020 Q2	–	Sell	-137,667	Closed	-$7.36M	–	132
2020 Q1	$7.36M	Buy	137,667 +32,094	+30%	+$2.04M	2.59%	8
2019 Q4	$7.33M	Buy	105,573 +7,221	+7%	+$488K	1.98%	6
2019 Q3	$6.41M	Buy	98,352 +11,827	+14%	+$762K	1.61%	14
2019 Q2	$5.69M	Buy	86,525 +14,778	+21%	+$967K	1.53%	12
2019 Q1	$4.65M	Buy	+71,747	New	+$4.52M	1.17%	20

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

Cornerstone Wealth Group's EFA Position: Q1 2022 in Review

Cornerstone Wealth Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 117,357 shares — an estimated $9.23M sold.

Cornerstone Wealth Group first reported a position in EFA in Q1 2019 and held it in 8 quarters. The position peaked at $9.23M in Q4 2021. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Cornerstone Wealth Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Wealth Group sold 117,357 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $9.23M.
Cornerstone Wealth Group first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 8 quarters.
Cornerstone Wealth Group's iShares MSCI EAFE ETF position peaked at $9.23M in Q4 2021.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Cornerstone Wealth Group's 13F filing for Q1 2022, filed 25 Apr 2022.