Inspirion Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Inspirion Wealth Advisors’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	–	Sell	-5,621	Closed	-$369K	–	143
2022 Q4	$369K	Sell	5,621 -879	-14%	-$55.1K	0.08%	92
2022 Q3	$364K	Sell	6,500 -2,894	-31%	-$180K	0.08%	86
2022 Q2	$587K	Buy	+9,394	New	+$639K	0.13%	68

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

Inspirion Wealth Advisors's EFA Position: Q1 2023 in Review

Inspirion Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 5,621 shares — an estimated $369K sold.

Inspirion Wealth Advisors first reported a position in EFA in Q2 2022 and held it in 3 quarters. The position peaked at $587K in Q2 2022. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Inspirion Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Inspirion Wealth Advisors sold 5,621 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $369K.
Inspirion Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2022 and held it in 3 quarters.
Inspirion Wealth Advisors's iShares MSCI EAFE ETF position peaked at $587K in Q2 2022.
1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.