Ergoteles’s iShares MSCI EAFE ETF EFA Stock Holding History

Ergoteles’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	-351	Closed	-$28K	–	1326
2021 Q4	$28K	Buy	+351	New	+$27.8K	﹤0.01%	1190
2021 Q3	–	Sell	-351	Closed	-$28K	–	1328
2021 Q2	$28K	Sell	351 -28,000	-99%	-$2.22M	﹤0.01%	1447
2021 Q1	$2.15M	Sell	28,351 -119,000	-81%	-$8.96M	0.07%	270
2020 Q4	$10.8M	Buy	+147,351	New	+$10.1M	0.36%	70

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Ergoteles's EFA Position: Q1 2022 in Review

Ergoteles sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 351 shares — an estimated $28K sold.

Ergoteles first reported a position in EFA in Q4 2020 and held it in 4 quarters. The position peaked at $10.8M in Q4 2020. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Ergoteles reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 351 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $28K.
Ergoteles first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 4 quarters.
Ergoteles's iShares MSCI EAFE ETF position peaked at $10.8M in Q4 2020.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.