New England Guild Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

New England Guild Wealth 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	$2.49M	Buy	37,952 +1	+0%	+$63	1.31%	19
2022 Q3	$2.13M	Buy	37,951 +9,270	+32%	+$578K	1.29%	21
2022 Q2	$1.79M	Buy	28,681 +10	+0%	+$681	1.11%	27
2022 Q1	$2.11M	Buy	28,671 +1	+0%	+$75	1.12%	27
2021 Q4	$2.26M	Buy	28,670 +7	+0%	+$554	1.13%	28
2021 Q3	$2.24M	Hold	28,663	–	–	1.18%	28
2021 Q2	$2.26M	Buy	28,663 +6	+0%	+$477	1.23%	26
2021 Q1	$2.17M	Sell	28,657 -1,679	-6%	-$126K	1.22%	24
2020 Q4	$2.21M	Buy	30,336 +400	+1%	+$27.4K	1.31%	24
2020 Q3	$1.91M	Hold	29,936	–	–	1.33%	24
2020 Q2	$1.82M	Sell	29,936 -78	-0.3%	-$4.51K	1.34%	26
2020 Q1	$1.6M	Sell	30,014 -11,833	-28%	-$751K	1.44%	23
2019 Q4	$2.91M	Buy	41,847 +11	+0%	+$743	2.09%	19
2019 Q3	$2.73M	Hold	41,836	–	–	1.96%	20
2019 Q2	$2.75M	Sell	41,836 -295	-0.7%	-$19.3K	2.04%	18
2019 Q1	$2.73M	Hold	42,131	–	–	2.07%	18
2018 Q4	$2.48M	Sell	42,131 -5,723	-12%	-$357K	2.08%	18
2018 Q3	$3.25M	Hold	47,854	–	–	2.94%	15
2018 Q2	$3.21M	Buy	47,854 +17	+0%	+$1.19K	2.93%	14
2018 Q1	$3.33M	Buy	47,837 +772	+2%	+$55K	3.16%	15
2017 Q4	$3.31M	Buy	+47,065	New	+$3.27M	3.17%	15

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

New England Guild Wealth Advisors's EFA Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0% in Q4 2022, buying an estimated $63 and bringing the position to 37,952 shares worth $2.49M. The position accounts for 1.31% of the portfolio, ranked #19.

New England Guild Wealth Advisors first reported a position in EFA in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.33M in Q1 2018. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

New England Guild Wealth Advisors held 37,952 shares of iShares MSCI EAFE ETF worth $2.49M as of Q4 2022.
New England Guild Wealth Advisors bought 1 iShares MSCI EAFE ETF share in Q4 2022, an estimated $63.
iShares MSCI EAFE ETF made up 1.31% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #19 holding.
New England Guild Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's iShares MSCI EAFE ETF position peaked at $3.33M in Q1 2018.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.