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

Tower View 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
2022
Q2 		– Sell
-265
Closed -$20K – 181
2022
Q1 		$20K Hold
265
– – 0.01% 126
2021
Q4 		$21K Buy
+265
New +$21K 0.01% 130

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tower View Wealth Management's EFA Position: Q2 2022 in Review

Tower View Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 265 shares — an estimated $20K sold.

Tower View Wealth Management first reported a position in EFA in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

  • Tower View Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 265 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $20K.
  • Tower View Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • Tower View Wealth Management's iShares MSCI EAFE ETF position peaked at $21K in Q4 2021.
  • 1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.