Emerson Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Emerson Wealth’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 Q2	$1.27M	Buy	112,194 +1,496	+1%	+$102K	0.83%	10
2022 Q1	$1.45M	Buy	110,698 +2,525	+2%	+$189K	0.8%	10
2021 Q4	$1.52M	Sell	108,173 -4,797	-4%	-$380K	0.79%	11
2021 Q3	$1.55M	Buy	112,970 +3,156	+3%	+$253K	0.86%	9
2021 Q2	$1.52M	Buy	109,814 +2,177	+2%	+$173K	0.84%	10
2021 Q1	$1.42M	Sell	107,637 -94	-0.1%	-$7.08K	0.84%	10
2020 Q4	$1.36M	Buy	107,731 +712	+0.7%	+$48.7K	0.8%	11
2020 Q3	$1.17M	Sell	107,019 -5,735	-5%	-$367K	0.79%	11
2020 Q2	$1.17M	Sell	112,754 -3,415	-3%	-$197K	0.83%	10
2020 Q1	$1.04M	Sell	116,169 -215	-0.2%	-$13.6K	0.92%	11
2019 Q4	$1.36M	Buy	116,384 +1,691	+1%	+$114K	0.92%	11
2019 Q3	$1.24M	Sell	114,693 -4,812	-4%	-$310K	0.92%	11
2019 Q2	$1.3M	Buy	+119,505	New	+$7.82M	0.96%	11

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Emerson Wealth's EFA Position: Q2 2022 in Review

Emerson Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2022, buying an estimated $102K and bringing the position to 112,194 shares worth $1.27M. The position accounts for 0.83% of the portfolio, ranked #10.

Emerson Wealth first reported a position in EFA in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2021. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Emerson Wealth held 112,194 shares of iShares MSCI EAFE ETF worth $1.27M as of Q2 2022.
Emerson Wealth bought 1,496 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $102K.
iShares MSCI EAFE ETF made up 0.83% of Emerson Wealth's portfolio in Q2 2022, its #10 holding.
Emerson Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2019 and has held it in 13 quarters since.
Emerson Wealth's iShares MSCI EAFE ETF position peaked at $1.55M in Q3 2021.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.