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

Integer Wealth Advisors 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
2021 Q1	$2.1M	Sell	26,931 -18,690	-41%	-$1.41M	1.14%	27
2020 Q4	$3.42M	Buy	45,621 +5,403	+13%	+$370K	2.26%	16
2020 Q3	$2.56M	Buy	40,218 +2,917	+8%	+$187K	2.35%	15
2020 Q2	$2.3M	Buy	37,301 +362	+1%	+$20.9K	2.35%	15
2020 Q1	$2.1M	Sell	36,939 -15,211	-29%	-$965K	2.39%	15
2019 Q4	$3.59M	Buy	+52,150	New	+$3.52M	3.55%	9

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

Goldman Sachs New York $871B AUM 31.28% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integer Wealth Advisors Group's EFA Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its iShares MSCI EAFE ETF (EFA) stake by 41% in Q1 2021, selling an estimated $1.41M and leaving 26,931 shares worth $2.1M. The position accounts for 1.14% of the portfolio, ranked #27.

Integer Wealth Advisors Group first reported a position in EFA in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2019. 1,590 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

Integer Wealth Advisors Group held 26,931 shares of iShares MSCI EAFE ETF worth $2.1M as of Q1 2021.
Integer Wealth Advisors Group sold 18,690 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $1.41M.
iShares MSCI EAFE ETF made up 1.14% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #27 holding.
Integer Wealth Advisors Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's iShares MSCI EAFE ETF position peaked at $3.59M in Q4 2019.
1,590 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.