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

SFMG 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 Q2	–	Sell	-3,051	Closed	-$225K	–	288
2022 Q1	$225K	Hold	3,051	–	–	0.02%	247
2021 Q4	$240K	Hold	3,051	–	–	0.02%	239
2021 Q3	$238K	Hold	3,051	–	–	0.03%	217
2021 Q2	$241K	Hold	3,051	–	–	0.03%	223
2021 Q1	$231K	Hold	3,051	–	–	0.03%	212
2020 Q4	$223K	Buy	+3,051	New	+$209K	0.03%	198
2020 Q1	–	Sell	-7,754	Closed	-$538K	–	154
2019 Q4	$538K	Hold	7,754	–	–	0.07%	101
2019 Q3	$506K	Buy	7,754 +130	+2%	+$8.38K	0.07%	90
2019 Q2	$499K	Buy	7,624 +334	+5%	+$21.9K	0.07%	91
2019 Q1	$473K	Sell	7,290 -2,804	-28%	-$177K	0.07%	84
2018 Q4	$593K	Sell	10,094 -223	-2%	-$13.9K	0.1%	63
2018 Q3	$654K	Hold	10,317	–	–	0.1%	54
2018 Q2	$691K	Buy	10,317 +7,418	+256%	+$520K	0.11%	60
2018 Q1	$202K	Buy	+2,899	New	+$207K	0.03%	140

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

SFMG Wealth Advisors's EFA Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 3,051 shares — an estimated $225K sold.

SFMG Wealth Advisors first reported a position in EFA in Q1 2018 and held it in 14 quarters. The position peaked at $691K in Q2 2018. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

SFMG Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 3,051 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $225K.
SFMG Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 14 quarters.
SFMG Wealth Advisors's iShares MSCI EAFE ETF position peaked at $691K in Q2 2018.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.