Doyle Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Doyle Wealth Management’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 Q3	$267K	Sell	4,771 -695	-13%	-$43.3K	0.02%	177
2022 Q2	$342K	Buy	5,466 +960	+21%	+$65.3K	0.03%	159
2022 Q1	$332K	Buy	4,506 +1,240	+38%	+$92.7K	0.02%	192
2021 Q4	$257K	Buy	3,266 +43	+1%	+$3.4K	0.02%	200
2021 Q3	$251K	Buy	3,223 +187	+6%	+$15K	0.02%	195
2021 Q2	$239K	Sell	3,036 -16	-0.5%	-$1.27K	0.02%	201
2021 Q1	$232K	Buy	3,052 +113	+4%	+$8.51K	0.02%	196
2020 Q4	$214K	Buy	+2,939	New	+$201K	0.02%	198
2019 Q3	–	Sell	-1,288	Closed	-$85K	–	342
2019 Q2	$85K	Buy	+1,288	New	+$84.3K	0.01%	281
2019 Q1	–	Sell	-4,629	Closed	-$272K	–	331
2018 Q4	$272K	Sell	4,629 -8	-0.2%	-$500	0.05%	149
2018 Q3	$315K	Sell	4,637 -29	-0.6%	-$1.96K	0.05%	145
2018 Q2	$312K	Sell	4,666 -115	-2%	-$8.06K	0.05%	142
2018 Q1	$333K	Buy	4,781 +482	+11%	+$34.4K	0.06%	123
2017 Q4	$302K	Buy	4,299 +270	+7%	+$18.8K	0.05%	133
2017 Q3	$276K	Sell	4,029 -97	-2%	-$6.49K	0.05%	126
2017 Q2	$269K	Buy	4,126 +166	+4%	+$10.7K	0.05%	117
2017 Q1	$247K	Buy	+3,960	New	+$239K	0.05%	120

Other funds holding EFA

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

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 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

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

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

Doyle Wealth Management's EFA Position: Q3 2022 in Review

Doyle Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 13% in Q3 2022, selling an estimated $43.3K and leaving 4,771 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #177.

Doyle Wealth Management first reported a position in EFA in Q1 2017 and has held it in 17 quarters since. The position peaked at $342K in Q2 2022. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Doyle Wealth Management held 4,771 shares of iShares MSCI EAFE ETF worth $267K as of Q3 2022.
Doyle Wealth Management sold 695 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $43.3K.
iShares MSCI EAFE ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #177 holding.
Doyle Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 17 quarters since.
Doyle Wealth Management's iShares MSCI EAFE ETF position peaked at $342K in Q2 2022.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.