Surevest’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Other funds holding EFA
CWA
Surevest's EFA Position: Q3 2022 in Review
Surevest reduced its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q3 2022, selling an estimated $1.18K and leaving 549 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #214.
Surevest first reported a position in EFA in Q2 2022 and has held it in 2 quarters since. The position peaked at $35K in Q2 2022. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.
- Surevest held 549 shares of iShares MSCI EAFE ETF worth $31K as of Q3 2022.
- Surevest sold 19 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $1.18K.
- iShares MSCI EAFE ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #214 holding.
- Surevest first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 2 quarters since.
- Surevest's iShares MSCI EAFE ETF position peaked at $35K in Q2 2022.
- 1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.
Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.