RPg Family Wealth Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

RPg Family Wealth Advisory’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	-940	Closed	-$69.2K	–	142
2022 Q1	$69.2K	Buy	940 +715	+318%	+$53.5K	0.03%	137
2021 Q4	$17.7K	Hold	225	–	–	0.01%	231
2021 Q3	$17.6K	Hold	225	–	–	0.01%	239
2021 Q2	$17.7K	Buy	+225	New	+$17.9K	0.01%	236
2020 Q4	$31K	Sell	425 -65	-13%	-$4.45K	0.01%	193
2020 Q3	$31.2K	Hold	490	–	–	0.02%	189
2020 Q2	$29.8K	Buy	+490	New	+$28.3K	0.02%	193
2019 Q4	–	Sell	-238	Closed	-$15.5K	–	279
2019 Q3	$15.5K	Buy	+238	New	+$15.3K	0.01%	253
2016 Q4	–	Sell	-1,374	Closed	-$81.2K	–	273
2016 Q3	$81.2K	Buy	1,374 +870	+173%	+$50.4K	0.06%	91
2016 Q2	$28.1K	Sell	504 -678	-57%	-$39K	0.01%	167
2016 Q1	$67.6K	Sell	1,182 -2,632	-69%	-$145K	0.05%	108
2015 Q4	$224K	Buy	+3,814	New	+$230K	0.21%	41

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

RPg Family Wealth Advisory's EFA Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 940 shares — an estimated $69.2K sold.

RPg Family Wealth Advisory first reported a position in EFA in Q4 2015 and held it in 12 quarters. The position peaked at $224K in Q4 2015. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 940 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $69.2K.
RPg Family Wealth Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 12 quarters.
RPg Family Wealth Advisory's iShares MSCI EAFE ETF position peaked at $224K in Q4 2015.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.