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

Elmwood 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 Q1	–	Sell	-149	Closed	-$12K	–	166
2021 Q4	$12K	Buy	+149	New	+$11.8K	0.01%	278
2021 Q2	$12K	Hold	149	–	–	0.01%	249
2021 Q1	$11K	Buy	+149	New	+$11.2K	0.01%	246
2020 Q3	$9K	Hold	149	–	–	0.01%	190
2020 Q2	$9K	Buy	+149	New	+$8.62K	0.01%	190
2019 Q4	–	Sell	-149	Closed	-$10K	–	133
2019 Q3	$10K	Hold	149	–	–	0.01%	179
2019 Q2	$10K	Sell	149 -156	-51%	-$10.2K	0.01%	193
2019 Q1	$20K	Buy	305 +156	+105%	+$9.83K	0.02%	155
2018 Q4	$9K	Buy	+149	New	+$9.31K	0.01%	198

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elmwood Wealth Management's EFA Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 149 shares — an estimated $12K sold.

Elmwood Wealth Management first reported a position in EFA in Q4 2018 and held it in 9 quarters. The position peaked at $20K in Q1 2019. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 149 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $12K.
Elmwood Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 9 quarters.
Elmwood Wealth Management's iShares MSCI EAFE ETF position peaked at $20K in Q1 2019.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.