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Madrona Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Madrona Financial Services’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 		– Sell
-54,866
Closed -$3.07M – 81
2022
Q3 		$3.07M Buy
54,866
+685
+1% +$42.7K 1.9% 18
2022
Q2 		$3.39M Buy
54,181
+6,179
+13% +$421K 1.98% 17
2022
Q1 		$3.5M Buy
+48,002
New +$3.59M 1.71% 18

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

Madrona Financial Services's EFA Position: Q4 2022 in Review

Madrona Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 54,866 shares — an estimated $3.07M sold.

Madrona Financial Services first reported a position in EFA in Q1 2022 and held it in 3 quarters. The position peaked at $3.5M in Q1 2022. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Madrona Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Madrona Financial Services sold 54,866 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $3.07M.
  • Madrona Financial Services first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 3 quarters.
  • Madrona Financial Services's iShares MSCI EAFE ETF position peaked at $3.5M in Q1 2022.
  • 1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Madrona Financial Services's 13F filing for Q4 2022, filed 18 Jan 2023.