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

Frontier 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	$362K	Sell	5,796 -9,592	-62%	-$653K	0.03%	279
2022 Q1	$1.1M	Buy	15,388 +560	+4%	+$41.9K	0.01%	170
2021 Q4	$1.17M	Buy	14,828 +3,043	+26%	+$241K	0.08%	165
2021 Q3	$919K	Buy	11,785 +186	+2%	+$14.9K	0.06%	191
2021 Q2	$915K	Sell	11,599 -137	-1%	-$10.9K	0.06%	191
2021 Q1	$890K	Buy	11,736 +670	+6%	+$50.4K	0.07%	181
2020 Q4	$807K	Buy	11,066 +1,567	+16%	+$107K	0.07%	176
2020 Q3	$605K	Sell	9,499 -405	-4%	-$25.9K	0.06%	192
2020 Q2	$603K	Sell	9,904 -195	-2%	-$11.3K	0.06%	191
2020 Q1	$540K	Sell	10,099 -2,984	-23%	-$189K	0.09%	173
2019 Q4	$909K	Sell	13,083 -370	-3%	-$25K	0.15%	125
2019 Q3	$877K	Sell	13,453 -256	-2%	-$16.5K	0.13%	133
2019 Q2	$901K	Buy	13,709 +980	+8%	+$64.1K	0.13%	128
2019 Q1	$826K	Sell	12,729 -20,004	-61%	-$1.26M	0.11%	162
2018 Q4	$1.92M	Sell	32,733 -369	-1%	-$23K	0.29%	83
2018 Q3	$2.25M	Sell	33,102 -3,663	-10%	-$247K	0.21%	76
2018 Q2	$2.46M	Buy	36,765 +4,239	+13%	+$297K	0.35%	67
2018 Q1	$2.27M	Buy	32,526 +11,138	+52%	+$794K	0.32%	78
2017 Q4	$1.5M	Sell	21,388 -2,226	-9%	-$155K	0.24%	99
2017 Q3	$1.62M	Sell	23,614 -314	-1%	-$21K	0.23%	103
2017 Q2	$1.56M	Sell	23,928 -1,485	-6%	-$96.1K	0.24%	103
2017 Q1	$1.58M	Sell	25,413 -9,035	-26%	-$546K	0.24%	103
2016 Q4	$1.99M	Sell	34,448 -1,327	-4%	-$76.5K	0.33%	89
2016 Q3	$2.12M	Sell	35,775 -13,260	-27%	-$769K	0.32%	84
2016 Q2	$2.74M	Sell	49,035 -3,435	-7%	-$198K	0.44%	59
2016 Q1	$3M	Sell	52,470 -782	-1%	-$43.1K	0.25%	55
2015 Q4	$3.13M	Buy	53,252 +9,627	+22%	+$580K	0.5%	50
2015 Q3	$2.5M	Buy	43,625 +8,542	+24%	+$527K	0.39%	64
2015 Q2	$2.23M	Buy	35,083 +4,748	+16%	+$316K	0.34%	68
2015 Q1	$1.95M	Buy	30,335 +11,896	+65%	+$749K	0.31%	59
2014 Q4	$1.12M	Buy	+18,439	New	+$1.15M	0.21%	74

Other funds holding EFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Frontier Wealth Management's EFA Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 62% in Q2 2022, selling an estimated $653K and leaving 5,796 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #279.

Frontier Wealth Management first reported a position in EFA in Q4 2014 and has held it in 31 quarters since. The position peaked at $3.13M in Q4 2015. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Frontier Wealth Management held 5,796 shares of iShares MSCI EAFE ETF worth $362K as of Q2 2022.
Frontier Wealth Management sold 9,592 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $653K.
iShares MSCI EAFE ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #279 holding.
Frontier Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares MSCI EAFE ETF position peaked at $3.13M in Q4 2015.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.