Momentum Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Momentum Advisors’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	$1.35M	Buy	20,558 +2,004	+11%	+$126K	1.37%	19
2022 Q3	$1.04M	Buy	18,554 +978	+6%	+$61K	1.15%	23
2022 Q2	$1.1M	Buy	+17,576	New	+$1.2M	1.23%	23

Other funds holding EFA

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 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

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

Momentum Advisors's EFA Position: Q4 2022 in Review

Momentum Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q4 2022, buying an estimated $126K and bringing the position to 20,558 shares worth $1.35M. The position accounts for 1.37% of the portfolio, ranked #19.

Momentum Advisors first reported a position in EFA in Q2 2022 and has held it in 3 quarters since. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Momentum Advisors held 20,558 shares of iShares MSCI EAFE ETF worth $1.35M as of Q4 2022.
Momentum Advisors bought 2,004 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $126K.
iShares MSCI EAFE ETF made up 1.37% of Momentum Advisors's portfolio in Q4 2022, its #19 holding.
Momentum Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 3 quarters since.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.