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Juncture Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Juncture Wealth Strategies’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
-3,390
Closed -$267K – 117
2021
Q4 		$267K Buy
+3,390
New +$268K 0.13% 113

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Juncture Wealth Strategies's EFA Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 3,390 shares — an estimated $267K sold.

Juncture Wealth Strategies first reported a position in EFA in Q4 2021 and held it in 1 quarter. The position peaked at $267K in Q4 2021. 1,730 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Juncture Wealth Strategies reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,390 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $267K.
  • Juncture Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares MSCI EAFE ETF position peaked at $267K in Q4 2021.
  • 1,730 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.