Personal Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Personal 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 Q2	–	Sell	-9,202	Closed	-$677K	–	14
2022 Q1	$677K	Hold	9,202	–	–	0.3%	38
2021 Q4	$724K	Hold	9,202	–	–	0.3%	39
2021 Q3	$718K	Hold	9,202	–	–	0.3%	37
2021 Q2	$726K	Hold	9,202	–	–	0.29%	37
2021 Q1	$698K	Hold	9,202	–	–	0.32%	36
2020 Q4	$671K	Sell	9,202 -109	-1%	-$7.45K	0.31%	32
2020 Q3	$593K	Sell	9,311 -3,493	-27%	-$224K	0.31%	31
2020 Q2	$779K	Sell	12,804 -21,956	-63%	-$1.27M	0.43%	26
2020 Q1	$1.86M	Sell	34,760 -2,846	-8%	-$181K	1.12%	15
2019 Q4	$2.61M	Sell	37,606 -5,699	-13%	-$385K	1.12%	16
2019 Q3	$2.82M	Sell	43,305 -4,057	-9%	-$261K	1.3%	13
2019 Q2	$3.11M	Sell	47,362 -1,287	-3%	-$84.2K	1.49%	13
2019 Q1	$3.15M	Buy	+48,649	New	+$3.06M	1.68%	13

Other funds holding EFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal Wealth Partners's EFA Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 9,202 shares — an estimated $677K sold.

Personal Wealth Partners first reported a position in EFA in Q1 2019 and held it in 13 quarters. The position peaked at $3.15M in Q1 2019. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Personal Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 9,202 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $677K.
Personal Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's iShares MSCI EAFE ETF position peaked at $3.15M in Q1 2019.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.