Professional Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Professional Financial Advisors’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 Q3	–	Sell	-19,311	Closed	-$1.4M	–	93
2023 Q2	$1.4M	Buy	+19,311	New	+$1.4M	0.72%	26
2022 Q4	–	Sell	-146	Closed	-$8K	–	182
2022 Q3	$8K	Hold	146	–	–	﹤0.01%	308
2022 Q2	$9K	Buy	+146	New	+$9.94K	0.01%	306
2021 Q1	–	Sell	-14,416	Closed	-$1.05M	–	370
2020 Q4	$1.05M	Buy	+14,416	New	+$986K	0.83%	33

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Professional Financial Advisors's EFA Position: Q3 2023 in Review

Professional Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 19,311 shares — an estimated $1.4M sold.

Professional Financial Advisors first reported a position in EFA in Q4 2020 and held it in 4 quarters. The position peaked at $1.4M in Q2 2023. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Professional Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Professional Financial Advisors sold 19,311 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $1.4M.
Professional Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 4 quarters.
Professional Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.4M in Q2 2023.
1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Professional Financial Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.