TLWM Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

TLWM Financial’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	-35,102	Closed	-$2.3M	–	67
2022 Q4	$2.3M	Buy	+35,102	New	+$2.2M	0.84%	14

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TLWM Financial's EFA Position: Q1 2023 in Review

TLWM Financial sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 35,102 shares — an estimated $2.3M sold.

TLWM Financial first reported a position in EFA in Q4 2022 and held it in 1 quarter. The position peaked at $2.3M in Q4 2022. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

TLWM Financial reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
TLWM Financial sold 35,102 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $2.3M.
TLWM Financial first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
TLWM Financial's iShares MSCI EAFE ETF position peaked at $2.3M in Q4 2022.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on TLWM Financial's 13F filing for Q1 2023, filed 12 May 2023.