IAG
EFA icon

Ipsen Advisor Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Ipsen Advisor 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
Q4 		$283K Buy
+4,315
New +$270K 0.33% 79

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
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

Ipsen Advisor Group's EFA Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 4,315 shares worth $283K. The stake represents 0.33% of the portfolio and ranks #79 among its holdings.

1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Ipsen Advisor Group held 4,315 shares of iShares MSCI EAFE ETF worth $283K as of Q4 2022.
  • iShares MSCI EAFE ETF was a new Ipsen Advisor Group position in Q4 2022.
  • iShares MSCI EAFE ETF made up 0.33% of Ipsen Advisor Group's portfolio in Q4 2022, its #79 holding.
  • 1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.