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

Principle 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	-3,348	Closed	-$246K	–	308
2022 Q1	$246K	Buy	3,348 +298	+10%	+$22.3K	0.03%	286
2021 Q4	$243K	Sell	3,050 -246	-7%	-$19.5K	0.03%	288
2021 Q3	$258K	Sell	3,296 -74	-2%	-$5.92K	0.03%	271
2021 Q2	$266K	Buy	+3,370	New	+$268K	0.03%	272
2020 Q3	–	Sell	-250	Closed	-$15K	–	235
2020 Q2	$15K	Buy	+250	New	+$14.5K	﹤0.01%	376

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

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

Principle Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 3,348 shares — an estimated $246K sold.

Principle Wealth Partners first reported a position in EFA in Q2 2020 and held it in 5 quarters. The position peaked at $266K in Q2 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Principle Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Principle Wealth Partners sold 3,348 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $246K.
Principle Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2020 and held it in 5 quarters.
Principle Wealth Partners's iShares MSCI EAFE ETF position peaked at $266K in Q2 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Principle Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.