Selective Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Selective Wealth Management’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	-1,439	Closed	-$81K	–	274
2022 Q3	$81K	Hold	1,439	–	–	0.03%	233
2022 Q2	$90K	Buy	+1,439	New	+$97.9K	0.03%	233

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

Selective Wealth Management's EFA Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 1,439 shares — an estimated $81K sold.

Selective Wealth Management first reported a position in EFA in Q2 2022 and held it in 2 quarters. The position peaked at $90K in Q2 2022. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Selective Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,439 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $81K.
Selective Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's iShares MSCI EAFE ETF position peaked at $90K in Q2 2022.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.