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Piershale Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Piershale Financial Group’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
Q2 		$6.22M Buy
+85,857
New +$6.23M 3.97% 7
2016
Q1 		– Sell
-668
Closed -$39K – 155
2015
Q4 		$39K Buy
+668
New +$40.2K 0.02% 44

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Piershale Financial Group's EFA Position: Q2 2023 in Review

Piershale Financial Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2023: 85,857 shares worth $6.22M. The stake represents 3.97% of the portfolio and ranks #7 among its holdings. This is a return to the name: Piershale Financial Group previously reported a position in EFA as recently as Q4 2015.

Piershale Financial Group first reported a position in EFA in Q4 2015 and has held it in 2 quarters since. 1,780 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Piershale Financial Group held 85,857 shares of iShares MSCI EAFE ETF worth $6.22M as of Q2 2023.
  • iShares MSCI EAFE ETF was a new Piershale Financial Group position in Q2 2023.
  • iShares MSCI EAFE ETF made up 3.97% of Piershale Financial Group's portfolio in Q2 2023, its #7 holding.
  • Piershale Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 2 quarters since.
  • 1,780 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.