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

Intergy 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
2023
Q1 		– Sell
-3,099
Closed -$203K – 71
2022
Q4 		$203K Buy
+3,099
New +$194K 0.13% 62

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BlackRock
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Intergy Private Wealth's EFA Position: Q1 2023 in Review

Intergy Private Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 3,099 shares — an estimated $203K sold.

Intergy Private Wealth first reported a position in EFA in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

  • Intergy Private Wealth reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Intergy Private Wealth sold 3,099 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $203K.
  • Intergy Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Intergy Private Wealth's iShares MSCI EAFE ETF position peaked at $203K in Q4 2022.
  • 1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Intergy Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.