D'Orazio & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-1,981	Closed	-$155K	–	278
2021 Q3	$155K	Hold	1,981	–	–	0.04%	110
2021 Q2	$156K	Buy	1,981 +425	+27%	+$33.8K	0.04%	97
2021 Q1	$118K	Hold	1,556	–	–	0.03%	106
2020 Q4	$114K	Hold	1,556	–	–	0.04%	100
2020 Q3	$99K	Sell	1,556 -1,260	-45%	-$80.6K	0.04%	100
2020 Q2	$171K	Buy	2,816 +25	+0.9%	+$1.45K	0.07%	69
2020 Q1	$149K	Hold	2,791	–	–	0.07%	71
2019 Q4	$194K	Hold	2,791	–	–	0.06%	75
2019 Q3	$182K	Buy	2,791 +102	+4%	+$6.57K	0.06%	75
2019 Q2	$177K	Hold	2,689	–	–	0.05%	73
2019 Q1	$174K	Hold	2,689	–	–	0.05%	72
2018 Q4	$158K	Buy	+2,689	New	+$168K	0.05%	62

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D'Orazio & Associates's EFA Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 1,981 shares — an estimated $155K sold.

D'Orazio & Associates first reported a position in EFA in Q4 2018 and held it in 12 quarters. The position peaked at $194K in Q4 2019. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

D'Orazio & Associates reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,981 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $155K.
D'Orazio & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 12 quarters.
D'Orazio & Associates's iShares MSCI EAFE ETF position peaked at $194K in Q4 2019.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.