Inlet Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Inlet Private Wealth’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	-3,390	Closed	-$212K	–	131
2022 Q2	$212K	Hold	3,390	–	–	0.06%	127
2022 Q1	$250K	Hold	3,390	–	–	0.06%	129
2021 Q4	$267K	Hold	3,390	–	–	0.06%	126
2021 Q3	$264K	Hold	3,390	–	–	0.07%	125
2021 Q2	$267K	Hold	3,390	–	–	0.07%	123
2021 Q1	$257K	Hold	3,390	–	–	0.07%	120
2020 Q4	$247K	Hold	3,390	–	–	0.08%	122
2020 Q3	$216K	Hold	3,390	–	–	0.08%	121
2020 Q2	$206K	Buy	+3,390	New	+$196K	0.08%	123
2020 Q1	–	Sell	-3,390	Closed	-$235K	–	132
2019 Q4	$235K	Buy	+3,390	New	+$229K	0.08%	134

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

Inlet Private Wealth's EFA Position: Q3 2022 in Review

Inlet Private Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 3,390 shares — an estimated $212K sold.

Inlet Private Wealth first reported a position in EFA in Q4 2019 and held it in 10 quarters. The position peaked at $267K in Q4 2021. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Inlet Private Wealth reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Inlet Private Wealth sold 3,390 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $212K.
Inlet Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
Inlet Private Wealth's iShares MSCI EAFE ETF position peaked at $267K in Q4 2021.
1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Inlet Private Wealth's 13F filing for Q3 2022, filed 20 Oct 2022.