Dixon Hughes Goodman Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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	$212K	Sell	2,878 -2,222	-44%	-$166K	0.06%	165
2021 Q4	$401K	Buy	+5,100	New	+$404K	0.13%	92

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

Dixon Hughes Goodman Wealth Advisors's EFA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 44% in Q1 2022, selling an estimated $166K and leaving 2,878 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #165.

Dixon Hughes Goodman Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 2 quarters since. The position peaked at $401K in Q4 2021. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 2,878 shares of iShares MSCI EAFE ETF worth $212K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 2,222 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $166K.
iShares MSCI EAFE ETF made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #165 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's iShares MSCI EAFE ETF position peaked at $401K in Q4 2021.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.