OBWP
EFA icon

O'Brien Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

O'Brien Wealth Partners’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 		– Sell
-4,948
Closed -$277K – 58
2022
Q3 		$277K Sell
4,948
-76
-2% -$4.74K 0.12% 38
2022
Q2 		$314K Sell
5,024
-3,503
-41% -$238K 0.13% 32
2022
Q1 		$556K Buy
8,527
+1,503
+21% +$112K 0.22% 18
2021
Q4 		$538K Buy
7,024
+2,685
+62% +$213K 0.19% 22
2021
Q3 		$338K Buy
4,339
+48
+1% +$3.84K 0.12% 25
2021
Q2 		$341K Buy
4,291
+75
+2% +$5.96K 0.11% 29
2021
Q1 		$328K Buy
4,216
+33
+0.8% +$2.48K 0.11% 28
2020
Q4 		$317K Buy
4,183
+2
+0% +$137 0.11% 27
2020
Q3 		$273K Buy
+4,181
New +$268K 0.11% 25
2020
Q1 		– Sell
-7,752
Closed -$539K – 33
2019
Q4 		$539K Buy
7,752
+20
+0.3% +$1.35K 0.39% 20
2019
Q3 		$504K Sell
7,732
-7,723
-50% -$498K 0.4% 21
2019
Q2 		$1.02M Buy
15,455
+48
+0.3% +$3.14K 0.75% 15
2019
Q1 		$999K Sell
15,407
-1,001
-6% -$63.1K 0.71% 14
2018
Q4 		$1M Buy
16,408
+16,023
+4,162% +$1M 0.69% 14
2018
Q3 		$26K Buy
385
+270
+235% +$18.2K 0.02% 90
2018
Q2 		$8K Sell
115
-265
-70% -$18.6K 0.01% 63
2018
Q1 		$26K Buy
+380
New +$27.1K 0.02% 77

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

O'Brien Wealth Partners's EFA Position: Q4 2022 in Review

O'Brien Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 4,948 shares — an estimated $277K sold.

O'Brien Wealth Partners first reported a position in EFA in Q1 2018 and held it in 17 quarters. The position peaked at $1.02M in Q2 2019. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • O'Brien Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • O'Brien Wealth Partners sold 4,948 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $277K.
  • O'Brien Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 17 quarters.
  • O'Brien Wealth Partners's iShares MSCI EAFE ETF position peaked at $1.02M in Q2 2019.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on O'Brien Wealth Partners's 13F filing for Q4 2022, filed 10 Feb 2023.