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

Shelton 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
2023
Q1 		– Sell
-26,680
Closed -$1.75M – 68
2022
Q4 		$1.75M Buy
+26,680
New +$1.67M 1.38% 18

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Shelton Wealth Management's EFA Position: Q1 2023 in Review

Shelton Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 26,680 shares — an estimated $1.75M sold.

Shelton Wealth Management first reported a position in EFA in Q4 2022 and held it in 1 quarter. The position peaked at $1.75M in Q4 2022. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

  • Shelton Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Shelton Wealth Management sold 26,680 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $1.75M.
  • Shelton Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Shelton Wealth Management's iShares MSCI EAFE ETF position peaked at $1.75M in Q4 2022.
  • 1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Shelton Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.