Mirsky Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Mirsky Financial 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
2021 Q4	$1.04M	Buy	13,255 +632	+5%	+$50.1K	0.43%	27
2021 Q3	$985K	Buy	12,623 +292	+2%	+$23.4K	0.44%	26
2021 Q2	$973K	Sell	12,331 -206	-2%	-$16.4K	0.43%	27
2021 Q1	$951K	Hold	12,537	–	–	0.44%	29
2020 Q4	$915K	Buy	+12,537	New	+$857K	0.47%	27
2020 Q2	–	Sell	-30,935	Closed	-$1.65M	–	35
2020 Q1	$1.65M	Hold	30,935	–	–	1.17%	22
2019 Q4	$2.15M	Buy	30,935 +332	+1%	+$22.4K	1.4%	18
2019 Q3	$2M	Hold	30,603	–	–	1.43%	19
2019 Q2	$2.01M	Hold	30,603	–	–	1.51%	20
2019 Q1	$1.99M	Sell	30,603 -801	-3%	-$50.5K	1.54%	20
2018 Q4	$1.85M	Buy	+31,404	New	+$1.96M	1.62%	15

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mirsky Financial Management's EFA Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares MSCI EAFE ETF (EFA) stake by 5% in Q4 2021, buying an estimated $50.1K and bringing the position to 13,255 shares worth $1.04M. The position accounts for 0.43% of the portfolio, ranked #27.

Mirsky Financial Management first reported a position in EFA in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2019. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Mirsky Financial Management held 13,255 shares of iShares MSCI EAFE ETF worth $1.04M as of Q4 2021.
Mirsky Financial Management bought 632 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $50.1K.
iShares MSCI EAFE ETF made up 0.43% of Mirsky Financial Management's portfolio in Q4 2021, its #27 holding.
Mirsky Financial Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 11 quarters since.
Mirsky Financial Management's iShares MSCI EAFE ETF position peaked at $2.15M in Q4 2019.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.