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

Ten Capital 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
2023 Q2	$429K	Buy	5,925 +4,752	+405%	+$345K	0.12%	70
2023 Q1	$83.9K	Buy	1,173 +1,035	+750%	+$72.4K	0.03%	178
2022 Q4	$9.06K	Hold	138	–	–	﹤0.01%	317
2022 Q3	$8K	Hold	138	–	–	﹤0.01%	336
2022 Q2	$9K	Sell	138 -44	-24%	-$3K	﹤0.01%	271
2022 Q1	$13K	Sell	182 -925	-84%	-$69.2K	0.01%	262
2021 Q4	$87K	Buy	1,107 +925	+508%	+$73.3K	0.04%	100
2021 Q3	$14K	Sell	182 -6,865	-97%	-$549K	0.01%	238
2021 Q2	$556K	Sell	7,047 -49	-0.7%	-$3.89K	0.13%	92
2021 Q1	$538K	Sell	7,096 -83	-1%	-$6.25K	0.13%	88
2020 Q4	$524K	Hold	7,179	–	–	0.15%	84
2020 Q3	$457K	Buy	+7,179	New	+$459K	0.15%	75

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ten Capital Wealth Advisors's EFA Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 405% in Q2 2023, buying an estimated $345K and bringing the position to 5,925 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #70.

Ten Capital Wealth Advisors first reported a position in EFA in Q3 2020 and has held it in 12 quarters since. The position peaked at $556K in Q2 2021. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

Ten Capital Wealth Advisors held 5,925 shares of iShares MSCI EAFE ETF worth $429K as of Q2 2023.
Ten Capital Wealth Advisors bought 4,752 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $345K.
iShares MSCI EAFE ETF made up 0.12% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #70 holding.
Ten Capital Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's iShares MSCI EAFE ETF position peaked at $556K in Q2 2021.
1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.