Financial Planners of Cleveland’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Planners of Cleveland’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	-6,076	Closed	-$447K	–	10
2022 Q1	$447K	Sell	6,076 -1,680	-22%	-$126K	0.19%	38
2021 Q4	$605K	Buy	+7,756	New	+$614K	0.25%	32

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 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 $202B AUM 37.79% 1-Year Est. Return

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

Financial Planners of Cleveland's EFA Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 6,076 shares — an estimated $447K sold.

Financial Planners of Cleveland first reported a position in EFA in Q4 2021 and held it in 2 quarters. The position peaked at $605K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Financial Planners of Cleveland reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 6,076 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $447K.
Financial Planners of Cleveland first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's iShares MSCI EAFE ETF position peaked at $605K in Q4 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.