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

Minot 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 Q2	$233K	Sell	3,725 -925	-20%	-$63K	0.06%	163
2022 Q1	$342K	Sell	4,650 -907	-16%	-$67.8K	0.07%	151
2021 Q4	$437K	Hold	5,557	–	–	0.08%	137
2021 Q3	$434K	Hold	5,557	–	–	0.09%	136
2021 Q2	$442K	Buy	+5,557	New	+$441K	0.1%	132

Other funds holding EFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Minot Wealth Management's EFA Position: Q2 2022 in Review

Minot Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2022, selling an estimated $63K and leaving 3,725 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #163.

Minot Wealth Management first reported a position in EFA in Q2 2021 and has held it in 5 quarters since. The position peaked at $442K in Q2 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Minot Wealth Management held 3,725 shares of iShares MSCI EAFE ETF worth $233K as of Q2 2022.
Minot Wealth Management sold 925 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $63K.
iShares MSCI EAFE ETF made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #163 holding.
Minot Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 5 quarters since.
Minot Wealth Management's iShares MSCI EAFE ETF position peaked at $442K in Q2 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.