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Portfolio Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Portfolio Solutions’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
Q3 		– Sell
-3,650
Closed -$228K – 56
2022
Q2 		$228K Hold
3,650
– – 0.03% 53
2022
Q1 		$269K Hold
3,650
– – 0.03% 46
2021
Q4 		$287K Hold
3,650
– – 0.03% 36
2021
Q3 		$285K Hold
3,650
– – 0.04% 37
2021
Q2 		$293K Buy
+3,650
New +$290K 0.03% 40
2018
Q2 		– Sell
-1,276
Closed -$89K – 69
2018
Q1 		$89K Hold
1,276
– – 0.01% 58
2017
Q4 		$90K Sell
1,276
-80
-6% -$5.56K 0.01% 56
2017
Q3 		$93K Buy
1,356
+250
+23% +$16.7K 0.01% 51
2017
Q2 		$72K Hold
1,106
– – 0.01% 56
2017
Q1 		$69K Buy
+1,106
New +$66.9K 0.01% 53

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
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

Portfolio Solutions's EFA Position: Q3 2022 in Review

Portfolio Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 3,650 shares — an estimated $228K sold.

Portfolio Solutions first reported a position in EFA in Q1 2017 and held it in 10 quarters. The position peaked at $293K in Q2 2021. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

  • Portfolio Solutions reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Portfolio Solutions sold 3,650 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $228K.
  • Portfolio Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 10 quarters.
  • Portfolio Solutions's iShares MSCI EAFE ETF position peaked at $293K in Q2 2021.
  • 1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.