Newton One Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Newton One Investments’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 Q3	–	Sell	-1,953	Closed	-$122K	–	125
2022 Q2	$122K	Hold	1,953	–	–	0.09%	41
2022 Q1	$144K	Hold	1,953	–	–	0.1%	40
2021 Q4	$154K	Hold	1,953	–	–	0.11%	43
2021 Q3	$152K	Hold	1,953	–	–	0.11%	43
2021 Q2	$154K	Buy	1,953 +1,353	+226%	+$107K	0.12%	42
2021 Q1	$46K	Buy	+600	New	+$45.2K	0.04%	49

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

Newton One Investments's EFA Position: Q3 2022 in Review

Newton One Investments sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 1,953 shares — an estimated $122K sold.

Newton One Investments first reported a position in EFA in Q1 2021 and held it in 6 quarters. The position peaked at $154K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Newton One Investments reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Newton One Investments sold 1,953 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $122K.
Newton One Investments first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 6 quarters.
Newton One Investments's iShares MSCI EAFE ETF position peaked at $154K in Q4 2021.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Newton One Investments's 13F filing for Q3 2022, filed 19 Oct 2022.