RGT Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

RGT Wealth 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 Q3	$736K	Buy	13,136 +10,200	+347%	+$636K	0.12%	33
2022 Q2	$183K	Hold	2,936	–	–	0.03%	80
2022 Q1	$216K	Hold	2,936	–	–	0.03%	74
2021 Q4	$231K	Hold	2,936	–	–	0.04%	81
2021 Q3	$229K	Hold	2,936	–	–	0.05%	48
2021 Q2	$232K	Hold	2,936	–	–	0.04%	48
2021 Q1	$223K	Sell	2,936 -241	-8%	-$18.1K	0.04%	51
2020 Q4	$232K	Buy	+3,177	New	+$217K	0.05%	60
2019 Q4	–	Sell	-3,130	Closed	-$204K	–	35
2019 Q3	$204K	Buy	+3,130	New	+$202K	0.59%	33
2017 Q2	–	Sell	-4,735	Closed	-$295K	–	96
2017 Q1	$295K	Sell	4,735 -2,733	-37%	-$165K	0.2%	59
2016 Q4	$431K	Sell	7,468 -192	-3%	-$11.1K	0.24%	50
2016 Q3	$452K	Buy	+7,660	New	+$444K	0.28%	50

Other funds holding EFA

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

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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RGT Wealth Advisors's EFA Position: Q3 2022 in Review

RGT Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 347% in Q3 2022, buying an estimated $636K and bringing the position to 13,136 shares worth $736K. The position accounts for 0.12% of the portfolio, ranked #33.

RGT Wealth Advisors first reported a position in EFA in Q3 2016 and has held it in 12 quarters since. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

RGT Wealth Advisors held 13,136 shares of iShares MSCI EAFE ETF worth $736K as of Q3 2022.
RGT Wealth Advisors bought 10,200 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $636K.
iShares MSCI EAFE ETF made up 0.12% of RGT Wealth Advisors's portfolio in Q3 2022, its #33 holding.
RGT Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2016 and has held it in 12 quarters since.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.