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Insight Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight Wealth Partners’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
2025
Q2 		– Sell
-35,100
Closed -$2.87M – 114
2025
Q1 		$2.87M Sell
35,100
-38,400
-52% -$3.1M 0.48% 18
2024
Q4 		$5.56M Sell
73,500
-34,500
-32% -$2.73M 0.76% 8
2024
Q3 		$9.03M Buy
108,000
+1,200
+1% +$96.6K 1.78% 4
2024
Q2 		$8.37M Buy
106,800
+72,500
+211% +$5.74M 1.45% 5
2024
Q1 		$2.74M Sell
34,300
-200
-0.6% -$15.3K 0.47% 18
2023
Q4 		$2.6M Buy
34,500
+1,300
+4% +$91.9K 0.45% 14
2023
Q3 		$2.29M Sell
33,200
-800
-2% -$57.3K 0.44% 17
2023
Q2 		$2.46M Sell
34,000
-1,600
-4% -$116K 0.57% 15
2023
Q1 		$2.55M Buy
35,600
+2,100
+6% +$147K 0.57% 14
2022
Q4 		$3.86K Sell
33,500
-142,700
-81% -$8.94M ﹤0.01% 58
2022
Q3 		$15K Hold
176,200
– – 0.01% 58
2022
Q2 		$26K Sell
176,200
-5,000
-3% -$340K 0.02% 58
2022
Q1 		$349K Buy
181,200
+17,400
+11% +$1.3M 0.19% 53
2021
Q4 		$12.5M Buy
163,800
+24,800
+18% +$1.96M 2.34% 6
2021
Q3 		$662K Buy
139,000
+86,900
+167% +$6.95M 0.35% 36
2021
Q2 		$329K Buy
52,100
+40,300
+342% +$3.2M 0.18% 46
2021
Q1 		$78K Buy
+11,800
New +$889K 0.04% 51

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Wealth Partners's EFA Position: Q1 2022 in Review

Insight Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 999 shares — an estimated $74.7K sold.

Insight Wealth Partners first reported a position in EFA in Q1 2021 and held it in 4 quarters. The position peaked at $79K in Q4 2021. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Insight Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 999 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $74.7K.
  • Insight Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 4 quarters.
  • Insight Wealth Partners's iShares MSCI EAFE ETF position peaked at $79K in Q4 2021.
  • 1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.