Investors Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-7,202	Closed	-$567K	–	56
2021 Q4	$567K	Buy	7,202 +136	+2%	+$10.8K	0.26%	99
2021 Q3	$551K	Buy	7,066 +1,125	+19%	+$90K	0.29%	91
2021 Q2	$469K	Buy	5,941 +891	+18%	+$70.8K	0.25%	109
2021 Q1	$383K	Buy	5,050 +215	+4%	+$16.2K	0.22%	117
2020 Q4	$353K	Buy	4,835 +912	+23%	+$62.4K	0.23%	115
2020 Q3	$250K	Buy	3,923 +238	+6%	+$15.2K	0.19%	127
2020 Q2	$224K	Buy	+3,685	New	+$213K	0.18%	129
2020 Q1	–	Sell	-11,509	Closed	-$799K	–	131
2019 Q4	$799K	Buy	+11,509	New	+$777K	0.65%	44

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Investors Financial Group's EFA Position: Q1 2022 in Review

Investors Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 7,202 shares — an estimated $567K sold.

Investors Financial Group first reported a position in EFA in Q4 2019 and held it in 8 quarters. The position peaked at $799K in Q4 2019. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Investors Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 7,202 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $567K.
Investors Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 8 quarters.
Investors Financial Group's iShares MSCI EAFE ETF position peaked at $799K in Q4 2019.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.