Naviter Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Naviter Wealth’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 Q1	–	Sell	-3,383	Closed	-$267K	–	97
2021 Q4	$267K	Buy	+3,383	New	+$268K	0.08%	91

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Naviter Wealth's EFA Position: Q1 2022 in Review

Naviter Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 3,383 shares — an estimated $267K sold.

Naviter Wealth first reported a position in EFA in Q4 2021 and held it in 1 quarter. The position peaked at $267K in Q4 2021. 1,730 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Naviter Wealth reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Naviter Wealth sold 3,383 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $267K.
Naviter Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
Naviter Wealth's iShares MSCI EAFE ETF position peaked at $267K in Q4 2021.
1,730 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Naviter Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.