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Intersect Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Intersect Capital’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
Q2 		– Sell
-26,497
Closed -$1.95M – 370
2022
Q1 		$1.95M Buy
26,497
+811
+3% +$60.7K 0.37% 52
2021
Q4 		$2.02M Sell
25,686
-9,925
-28% -$786K 0.37% 55
2021
Q3 		$2.78M Sell
35,611
-282
-0.8% -$22.6K 0.48% 44
2021
Q2 		$2.83M Buy
35,893
+1,132
+3% +$89.9K 0.5% 44
2021
Q1 		$2.64M Sell
34,761
-763
-2% -$57.5K 0.53% 40
2020
Q4 		$2.59M Buy
35,524
+1,729
+5% +$118K 0.57% 37
2020
Q3 		$2.15M Sell
33,795
-8,586
-20% -$549K 0.58% 37
2020
Q2 		$2.58M Sell
42,381
-5,238
-11% -$303K 0.83% 26
2020
Q1 		$2.55M Sell
47,619
-2,952
-6% -$187K 1.01% 22
2019
Q4 		$3.51M Sell
50,571
-1,137
-2% -$76.8K 1.17% 20
2019
Q3 		$3.37M Buy
51,708
+8,906
+21% +$574K 1.26% 19
2019
Q2 		$2.81M Buy
42,802
+775
+2% +$50.7K 1.09% 22
2019
Q1 		$2.73M Sell
42,027
-2,021
-5% -$127K 1.15% 24
2018
Q4 		$2.59M Buy
44,048
+552
+1% +$34.5K 1.24% 21
2018
Q3 		$2.96M Buy
43,496
+2,371
+6% +$160K 1.29% 18
2018
Q2 		$2.75M Buy
41,125
+333
+0.8% +$23.3K 1.33% 19
2018
Q1 		$2.84M Buy
40,792
+1,911
+5% +$136K 1.5% 18
2017
Q4 		$2.73M Buy
38,881
+549
+1% +$38.2K 1.47% 20
2017
Q3 		$2.63M Buy
38,332
+3,424
+10% +$229K 1.49% 20
2017
Q2 		$2.28M Buy
+34,908
New +$2.26M 1.37% 23

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Intersect Capital's EFA Position: Q2 2022 in Review

Intersect Capital sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 26,497 shares — an estimated $1.95M sold.

Intersect Capital first reported a position in EFA in Q2 2017 and held it in 20 quarters. The position peaked at $3.51M in Q4 2019. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

  • Intersect Capital reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 26,497 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $1.95M.
  • Intersect Capital first reported a position in iShares MSCI EAFE ETF in Q2 2017 and held it in 20 quarters.
  • Intersect Capital's iShares MSCI EAFE ETF position peaked at $3.51M in Q4 2019.
  • 1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.