PSI Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

PSI 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
2022 Q4	–	Sell	-1,864	Closed	-$104K	–	788
2022 Q3	$104K	Sell	1,864 -650	-26%	-$40.5K	0.05%	160
2022 Q2	$157K	Sell	2,514 -870	-26%	-$59.2K	0.08%	139
2022 Q1	$249K	Sell	3,384 -308	-8%	-$23K	0.1%	119
2021 Q4	$290K	Sell	3,692 -37	-1%	-$2.93K	0.12%	120
2021 Q3	$291K	Sell	3,729 -391	-9%	-$31.3K	0.13%	118
2021 Q2	$324K	Sell	4,120 -65	-2%	-$5.16K	0.17%	105
2021 Q1	$317K	Sell	4,185 -155	-4%	-$11.7K	0.19%	99
2020 Q4	$316K	Sell	4,340 -134	-3%	-$9.16K	0.22%	89
2020 Q3	$284K	Hold	4,474	–	–	0.22%	90
2020 Q2	$272K	Sell	4,474 -1,502	-25%	-$86.8K	0.22%	87
2020 Q1	$319K	Sell	5,976 -666	-10%	-$42.3K	0.29%	66
2019 Q4	$461K	Buy	+6,642	New	+$449K	0.3%	71

Other funds holding EFA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

PSI Advisors's EFA Position: Q4 2022 in Review

PSI Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 1,864 shares — an estimated $104K sold.

PSI Advisors first reported a position in EFA in Q4 2019 and held it in 12 quarters. The position peaked at $461K in Q4 2019. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

PSI Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 1,864 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $104K.
PSI Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 12 quarters.
PSI Advisors's iShares MSCI EAFE ETF position peaked at $461K in Q4 2019.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.