Divergent Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Divergent Planning’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	-17,366	Closed	-$973K	–	19
2022 Q3	$973K	Buy	+17,366	New	+$1.08M	0.72%	10

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

Divergent Planning's EFA Position: Q4 2022 in Review

Divergent Planning sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 17,366 shares — an estimated $973K sold.

Divergent Planning first reported a position in EFA in Q3 2022 and held it in 1 quarter. The position peaked at $973K in Q3 2022. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Divergent Planning reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Divergent Planning sold 17,366 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $973K.
Divergent Planning first reported a position in iShares MSCI EAFE ETF in Q3 2022 and held it in 1 quarter.
Divergent Planning's iShares MSCI EAFE ETF position peaked at $973K in Q3 2022.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Divergent Planning's 13F filing for Q4 2022, filed 19 Jan 2023.