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

Essex Private 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 Q2	–	Sell	-11,845	Closed	-$872K	–	34
2022 Q1	$872K	Sell	11,845 -5,246	-31%	-$392K	2.35%	14
2021 Q4	$1.34M	Buy	17,091 +1,820	+12%	+$144K	1.14%	17
2021 Q3	$1.19M	Hold	15,271	–	–	1.08%	18
2021 Q2	$1.21M	Hold	15,271	–	–	1.1%	18
2021 Q1	$1.16M	Sell	15,271 -45	-0.3%	-$3.39K	1.11%	19
2020 Q4	$1.12M	Hold	15,316	–	–	1.09%	20
2020 Q3	$974K	Hold	15,316	–	–	1.01%	24
2020 Q2	$932K	Buy	15,316 +3,600	+31%	+$208K	1.08%	22
2020 Q1	$626K	Sell	11,716 -5,200	-31%	-$330K	0.82%	27
2019 Q4	$1.17M	Buy	+16,916	New	+$1.14M	1.19%	19

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

Essex Private Wealth Management's EFA Position: Q2 2022 in Review

Essex Private Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 11,845 shares — an estimated $872K sold.

Essex Private Wealth Management first reported a position in EFA in Q4 2019 and held it in 10 quarters. The position peaked at $1.34M in Q4 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Essex Private Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 11,845 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $872K.
Essex Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
Essex Private Wealth Management's iShares MSCI EAFE ETF position peaked at $1.34M in Q4 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.