Resolute Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Resolute Financial’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	$370K	Buy	5,639 +3	+0.1%	+$188	0.31%	75
2022 Q3	$316K	Hold	5,636	–	–	0.3%	79
2022 Q2	$352K	Buy	5,636 +12	+0.2%	+$817	0.31%	77
2022 Q1	$414K	Buy	5,624 +1	+0%	+$75	0.34%	67
2021 Q4	$442K	Buy	+5,623	New	+$445K	0.33%	70

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

Resolute Financial's EFA Position: Q4 2022 in Review

Resolute Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.05% in Q4 2022, buying an estimated $188 and bringing the position to 5,639 shares worth $370K. The position accounts for 0.31% of the portfolio, ranked #75.

Resolute Financial first reported a position in EFA in Q4 2021 and has held it in 5 quarters since. The position peaked at $442K in Q4 2021. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Resolute Financial held 5,639 shares of iShares MSCI EAFE ETF worth $370K as of Q4 2022.
Resolute Financial bought 3 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $188.
iShares MSCI EAFE ETF made up 0.31% of Resolute Financial's portfolio in Q4 2022, its #75 holding.
Resolute Financial first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares MSCI EAFE ETF position peaked at $442K in Q4 2021.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.