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

Fullen Financial 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
2023 Q1	$1.22M	Sell	16,562 -252	-1%	-$17.6K	0.66%	25
2022 Q4	$1.2M	Buy	16,814 +36	+0.2%	+$2.25K	0.68%	25
2022 Q3	$995K	Hold	16,778	–	–	0.63%	26
2022 Q2	$1.05M	Buy	16,778 +205	+1%	+$14K	0.68%	27
2022 Q1	$1.22M	Sell	16,573 -93	-0.6%	-$6.96K	0.71%	25
2021 Q4	$1.31M	Buy	16,666 +150	+0.9%	+$11.9K	0.73%	25
2021 Q3	$1.27M	Hold	16,516	–	–	0.72%	26
2021 Q2	$1.3M	Buy	16,516 +114	+0.7%	+$9.06K	0.77%	26
2021 Q1	$1.24M	Sell	16,402 -394	-2%	-$29.7K	0.8%	26
2020 Q4	$1.23M	Buy	16,796 +42	+0.3%	+$2.87K	0.83%	27
2020 Q3	$1.07M	Hold	16,754	–	–	0.81%	27
2020 Q2	$1.02M	Buy	+16,754	New	+$969K	0.85%	26

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fullen Financial Group's EFA Position: Q1 2023 in Review

Fullen Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q1 2023, selling an estimated $17.6K and leaving 16,562 shares worth $1.22M. The position accounts for 0.66% of the portfolio, ranked #25.

Fullen Financial Group first reported a position in EFA in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2021. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Fullen Financial Group held 16,562 shares of iShares MSCI EAFE ETF worth $1.22M as of Q1 2023.
Fullen Financial Group sold 252 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $17.6K.
iShares MSCI EAFE ETF made up 0.66% of Fullen Financial Group's portfolio in Q1 2023, its #25 holding.
Fullen Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares MSCI EAFE ETF position peaked at $1.31M in Q4 2021.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.