Moseley Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Moseley Investment 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	–	Sell	-2,737	Closed	-$201K	–	156
2022 Q1	$201K	Hold	2,737	–	–	0.11%	161
2021 Q4	$215K	Sell	2,737 -278	-9%	-$22K	0.1%	169
2021 Q3	$236K	Hold	3,015	–	–	0.12%	159
2021 Q2	$238K	Buy	+3,015	New	+$240K	0.12%	159
2020 Q1	–	Sell	-2,915	Closed	-$202K	–	117
2019 Q4	$202K	Buy	+2,915	New	+$197K	0.2%	121
2019 Q3	–	Sell	-3,053	Closed	-$201K	–	114
2019 Q2	$201K	Buy	+3,053	New	+$200K	0.19%	125

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moseley Investment Management's EFA Position: Q2 2022 in Review

Moseley Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 2,737 shares — an estimated $201K sold.

Moseley Investment Management first reported a position in EFA in Q2 2019 and held it in 6 quarters. The position peaked at $238K in Q2 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Moseley Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Moseley Investment Management sold 2,737 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $201K.
Moseley Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2019 and held it in 6 quarters.
Moseley Investment Management's iShares MSCI EAFE ETF position peaked at $238K in Q2 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Moseley Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.