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Dowling & Yahnke’s iShares MSCI EAFE ETF EFA Stock Holding History

Dowling & Yahnke’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
2020
Q3 		– Sell
-80,000
Closed -$4.87M – 310
2020
Q2 		$4.87M Buy
+80,000
New +$4.63M 0.41% 74

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dowling & Yahnke's EFA Position: Q3 2022 in Review

Dowling & Yahnke reduced its iShares MSCI EAFE ETF (EFA) stake by 0.12% in Q3 2022, selling an estimated $3.12K and leaving 41,060 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #158.

Dowling & Yahnke first reported a position in EFA in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.78M in Q1 2014. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

  • Dowling & Yahnke held 41,060 shares of iShares MSCI EAFE ETF worth $2.3M as of Q3 2022.
  • Dowling & Yahnke sold 50 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $3.12K.
  • iShares MSCI EAFE ETF made up 0.11% of Dowling & Yahnke's portfolio in Q3 2022, its #158 holding.
  • Dowling & Yahnke first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's iShares MSCI EAFE ETF position peaked at $5.78M in Q1 2014.
  • 1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.