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Masso Torrence Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Masso Torrence Wealth Management’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
-1,136
Closed -$89K – 156
2021
Q4 		$89K Buy
+1,136
New +$90K 0.06% 116

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JP Morgan Chase
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Northern Trust
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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

Masso Torrence Wealth Management's EFA Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 1,136 shares — an estimated $89K sold.

Masso Torrence Wealth Management first reported a position in EFA in Q4 2021 and held it in 1 quarter. The position peaked at $89K in Q4 2021. 1,730 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,136 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $89K.
  • Masso Torrence Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's iShares MSCI EAFE ETF position peaked at $89K in Q4 2021.
  • 1,730 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.