Estate Counselors’s iShares MSCI EAFE ETF EFA Stock Holding History

Estate Counselors’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	-106,000	Closed	-$7.8M	–	178
2022 Q1	$7.8M	Buy	+106,000	New	+$7.93M	1.01%	34

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

Estate Counselors's EFA Position: Q2 2022 in Review

Estate Counselors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 106,000 shares — an estimated $7.8M sold.

Estate Counselors first reported a position in EFA in Q1 2022 and held it in 1 quarter. The position peaked at $7.8M in Q1 2022. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Estate Counselors reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 106,000 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $7.8M.
Estate Counselors first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 1 quarter.
Estate Counselors's iShares MSCI EAFE ETF position peaked at $7.8M in Q1 2022.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.