Goldstein Munger & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $24.5M | Buy |
438,092
+5,427
| +1% | +$338K | 8.09% | 2 |
|
|
2022
Q2 | $27M | Sell |
432,665
-12,538
| -3% | -$853K | 8.14% | 2 |
|
|
2022
Q1 | $32.8M | Buy |
445,203
+856
| +0.2% | +$64K | 8.49% | 2 |
|
|
2021
Q4 | $35M | Buy |
444,347
+2,688
| +0.6% | +$213K | 8.81% | 2 |
|
|
2021
Q3 | $34.5M | Buy |
441,659
+2,026
| +0.5% | +$162K | 9.24% | 2 |
|
|
2021
Q2 | $34.7M | Buy |
439,633
+317
| +0.1% | +$25.2K | 9.15% | 2 |
|
|
2021
Q1 | $33.3M | Buy |
439,316
+30,389
| +7% | +$2.29M | 9.31% | 2 |
|
|
2020
Q4 | $29.8M | Buy |
408,927
+79
| +0% | +$5.4K | 8.81% | 2 |
|
|
2020
Q3 | $26M | Buy |
408,848
+91,071
| +29% | +$5.83M | 8.74% | 2 |
|
|
2020
Q2 | $19.3M | Buy |
317,777
+65,813
| +26% | +$3.81M | 7.29% | 2 |
|
|
2020
Q1 | $13.5M | Buy |
251,964
+69,244
| +38% | +$4.39M | 6.64% | 3 |
|
|
2019
Q4 | $12.7M | Buy |
182,720
+2,039
| +1% | +$138K | 5.18% | 4 |
|
|
2019
Q3 | $11.8M | Buy |
180,681
+3,099
| +2% | +$200K | 5.19% | 4 |
|
|
2019
Q2 | $11.7M | Sell |
177,582
-1,001
| -0.6% | -$65.5K | 5.1% | 4 |
|
|
2019
Q1 | $11.6M | Buy |
178,583
+7,806
| +5% | +$492K | 5.06% | 4 |
|
|
2018
Q4 | $10M | Buy |
170,777
+7,923
| +5% | +$495K | 4.92% | 4 |
|
|
2018
Q3 | $11.1M | Buy |
162,854
+589
| +0.4% | +$39.8K | 4.69% | 5 |
|
|
2018
Q2 | $10.9M | Buy |
162,265
+1,244
| +0.8% | +$87.2K | 4.59% | 6 |
|
|
2018
Q1 | $11.2M | Buy |
161,021
+1,408
| +0.9% | +$100K | 4.83% | 4 |
|
|
2017
Q4 | $11.2M | Buy |
159,613
+19
| +0% | +$1.32K | 4.8% | 6 |
|
|
2017
Q3 | $10.9M | Sell |
159,594
-78
| -0% | -$5.21K | 4.9% | 5 |
|
|
2017
Q2 | $10.4M | Sell |
159,672
-4,327
| -3% | -$280K | 4.79% | 6 |
|
|
2017
Q1 | $10.2M | Sell |
163,999
-2,104
| -1% | -$127K | 4.49% | 5 |
|
|
2016
Q4 | $9.59M | Sell |
166,103
-20,480
| -11% | -$1.18M | 4.27% | 5 |
|
|
2016
Q3 | $11M | Sell |
186,583
-1,572
| -0.8% | -$91.1K | 5.03% | 5 |
|
|
2016
Q2 | $10.5M | Buy |
188,155
+4,208
| +2% | +$242K | 4.85% | 5 |
|
|
2016
Q1 | $10.5M | Sell |
183,947
-65,378
| -26% | -$3.6M | 4.56% | 5 |
|
|
2015
Q4 | $14.6M | Sell |
249,325
-2,225
| -0.9% | -$134K | 6.49% | 3 |
|
|
2015
Q3 | $14.4M | Buy |
251,550
+43,806
| +21% | +$2.7M | 6.55% | 3 |
|
|
2015
Q2 | $13.2M | Buy |
207,744
+1,493
| +0.7% | +$99.4K | 5.72% | 4 |
|
|
2015
Q1 | $13.2M | Buy |
206,251
+4,612
| +2% | +$290K | 5.65% | 4 |
|
|
2014
Q4 | $12.3M | Buy |
201,639
+6,101
| +3% | +$381K | 5.17% | 5 |
|
|
2014
Q3 | $12.5M | Buy |
195,538
+2,669
| +1% | +$178K | 5.18% | 5 |
|
|
2014
Q2 | $13.2M | Buy |
192,869
+5,722
| +3% | +$392K | 5.34% | 5 |
|
|
2014
Q1 | $12.6M | Buy |
187,147
+8,325
| +5% | +$550K | 5.79% | 5 |
|
|
2013
Q4 | $12M | Sell |
178,822
-7,660
| -4% | -$500K | 5.02% | 5 |
|
|
2013
Q3 | $11.9M | Sell |
186,482
-18,896
| -9% | -$1.16M | 4.64% | 7 |
|
|
2013
Q2 | $11.8M | Buy |
+205,378
| New | +$12.4M | 4.4% | 7 |
|
Other funds holding EFA
CWA
Goldstein Munger & Associates's EFA Position: Q3 2022 in Review
Goldstein Munger & Associates increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q3 2022, buying an estimated $338K and bringing the position to 438,092 shares worth $24.5M. The position accounts for 8.09% of the portfolio, ranked #2.
Goldstein Munger & Associates first reported a position in EFA in Q2 2013 and has held it in 38 quarters since. The position peaked at $35M in Q4 2021. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.
- Goldstein Munger & Associates held 438,092 shares of iShares MSCI EAFE ETF worth $24.5M as of Q3 2022.
- Goldstein Munger & Associates bought 5,427 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $338K.
- iShares MSCI EAFE ETF made up 8.09% of Goldstein Munger & Associates's portfolio in Q3 2022, its #2 holding.
- Goldstein Munger & Associates first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 38 quarters since.
- Goldstein Munger & Associates's iShares MSCI EAFE ETF position peaked at $35M in Q4 2021.
- 1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.
Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.