Financial Strategies Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Strategies Group’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 Q3	–	Sell	-3,487	Closed	-$218K	–	82
2022 Q2	$218K	Sell	3,487 -1,128	-24%	-$76.8K	0.09%	82
2022 Q1	$340K	Sell	4,615 -1,769	-28%	-$132K	0.14%	66
2021 Q4	$502K	Buy	6,384 +1,873	+42%	+$148K	0.2%	54
2021 Q3	$352K	Sell	4,511 -144	-3%	-$11.5K	0.16%	60
2021 Q2	$367K	Buy	4,655 +20	+0.4%	+$1.59K	0.17%	54
2021 Q1	$352K	Sell	4,635 -150	-3%	-$11.3K	0.18%	49
2020 Q4	$349K	Sell	4,785 -529	-10%	-$36.2K	0.19%	43
2020 Q3	$338K	Buy	+5,314	New	+$340K	0.23%	39

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Financial Strategies Group's EFA Position: Q3 2022 in Review

Financial Strategies Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 3,487 shares — an estimated $218K sold.

Financial Strategies Group first reported a position in EFA in Q3 2020 and held it in 8 quarters. The position peaked at $502K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Financial Strategies Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Financial Strategies Group sold 3,487 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $218K.
Financial Strategies Group first reported a position in iShares MSCI EAFE ETF in Q3 2020 and held it in 8 quarters.
Financial Strategies Group's iShares MSCI EAFE ETF position peaked at $502K in Q4 2021.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Financial Strategies Group's 13F filing for Q3 2022, filed 26 Oct 2022.