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

MinichMacGregor 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
2023 Q1	–	Sell	-146	Closed	-$9.58K	–	244
2022 Q4	$9.58K	Buy	+146	New	+$9.15K	﹤0.01%	417
2019 Q1	–	Sell	-16,364	Closed	-$1.12M	–	69
2018 Q4	$1.12M	Buy	16,364 +16,143	+7,305%	+$1.01M	0.77%	49
2018 Q3	$15K	Hold	221	–	–	0.01%	257
2018 Q2	$14K	Hold	221	–	–	0.01%	257
2018 Q1	$15K	Buy	221 +146	+195%	+$10.4K	0.01%	238
2017 Q4	$5K	Hold	75	–	–	﹤0.01%	366
2017 Q3	$5K	Hold	75	–	–	﹤0.01%	345
2017 Q2	$4K	Hold	75	–	–	﹤0.01%	357
2017 Q1	$4K	Hold	75	–	–	﹤0.01%	354
2016 Q4	$4K	Hold	75	–	–	﹤0.01%	349
2016 Q3	$4K	Hold	75	–	–	﹤0.01%	344
2016 Q2	$4K	Hold	75	–	–	﹤0.01%	337
2016 Q1	$4K	Hold	75	–	–	﹤0.01%	323
2015 Q4	$4K	Buy	+75	New	+$4.52K	﹤0.01%	295

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

MinichMacGregor Wealth Management's EFA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 146 shares — an estimated $9.58K sold.

MinichMacGregor Wealth Management first reported a position in EFA in Q4 2015 and held it in 14 quarters. The position peaked at $1.12M in Q4 2018. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 146 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $9.58K.
MinichMacGregor Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's iShares MSCI EAFE ETF position peaked at $1.12M in Q4 2018.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.