One Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

One 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
2023 Q1	–	Sell	-2,020	Closed	-$133K	–	314
2022 Q4	$133K	Sell	2,020 -55,401	-96%	-$3.47M	0.03%	253
2022 Q3	$2.67M	Buy	+57,421	New	+$3.58M	0.88%	22
2022 Q1	–	Sell	-2,647	Closed	-$208K	–	210
2021 Q4	$208K	Buy	+2,647	New	+$210K	0.05%	188
2021 Q3	–	Sell	-2,575	Closed	-$203K	–	221
2021 Q2	$203K	Sell	2,575 -178	-6%	-$14.1K	0.06%	170
2021 Q1	$209K	Sell	2,753 -1,506	-35%	-$113K	0.08%	142
2020 Q4	$311K	Sell	4,259 -328	-7%	-$22.4K	0.17%	84
2020 Q3	$292K	Sell	4,587 -7,368	-62%	-$471K	0.2%	56
2020 Q2	$728K	Sell	11,955 -939	-7%	-$54.3K	0.58%	11
2020 Q1	$689K	Buy	+12,894	New	+$818K	0.68%	16
2019 Q1	–	Sell	-43,967	Closed	-$2.58M	–	566
2018 Q4	$2.58M	Buy	+43,967	New	+$2.75M	2.57%	8

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

One Wealth Advisors's EFA Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 2,020 shares — an estimated $133K sold.

One Wealth Advisors first reported a position in EFA in Q4 2018 and held it in 10 quarters. The position peaked at $2.67M in Q3 2022. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

One Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 2,020 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $133K.
One Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 10 quarters.
One Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.67M in Q3 2022.
1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.