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Peachtree Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Peachtree Investment 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
Q1 		– Sell
-67
Closed -$5K – 102
2021
Q4 		$5K Buy
+67
New +$5.31K ﹤0.01% 107

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JP Morgan Chase
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Partners's EFA Position: Q1 2022 in Review

Peachtree Investment Partners sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 67 shares — an estimated $5K sold.

Peachtree Investment Partners first reported a position in EFA in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,730 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Peachtree Investment Partners reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 67 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $5K.
  • Peachtree Investment Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Peachtree Investment Partners's iShares MSCI EAFE ETF position peaked at $5K in Q4 2021.
  • 1,730 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Peachtree Investment Partners's 13F filing for Q1 2022, filed 8 Jun 2022.