Kerntke Otto McGlone Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2023 Q1	–	Sell	-585	Closed	-$38K	–	72
2022 Q4	$38K	Buy	+585	New	+$36.6K	0.04%	78
2021 Q3	–	Sell	-3,623	Closed	-$286K	–	64
2021 Q2	$286K	Sell	3,623 -310	-8%	-$24.6K	0.11%	110
2021 Q1	$298K	Hold	3,933	–	–	0.16%	101
2020 Q4	$287K	Buy	3,933 +521	+15%	+$35.6K	0.17%	95
2020 Q3	$217K	Sell	3,412 -382	-10%	-$24.4K	0.16%	97
2020 Q2	$231K	Buy	3,794 +24	+0.6%	+$1.39K	0.21%	93
2020 Q1	$202K	Buy	3,770 +690	+22%	+$43.8K	0.23%	79
2019 Q4	$214K	Buy	+3,080	New	+$208K	0.18%	96

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

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

Kerntke Otto McGlone Wealth Management Group's EFA Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 585 shares — an estimated $38K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in EFA in Q4 2019 and held it in 8 quarters. The position peaked at $298K in Q1 2021. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 585 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $38K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 8 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares MSCI EAFE ETF position peaked at $298K in Q1 2021.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.