Transparent Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Transparent Wealth Partners’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	$2.3M	Buy	32,138 +659	+2%	+$46.1K	1.68%	10
2022 Q4	$2.07M	Buy	31,479 +27,793	+754%	+$1.74M	1.62%	10
2022 Q3	$206K	Buy	+3,686	New	+$230K	0.17%	29
2022 Q2	–	Sell	-6,789	Closed	-$500K	–	30
2022 Q1	$500K	Buy	+6,789	New	+$508K	0.42%	31

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

Transparent Wealth Partners's EFA Position: Q1 2023 in Review

Transparent Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q1 2023, buying an estimated $46.1K and bringing the position to 32,138 shares worth $2.3M. The position accounts for 1.68% of the portfolio, ranked #10.

Transparent Wealth Partners first reported a position in EFA in Q1 2022 and has held it in 4 quarters since. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Transparent Wealth Partners held 32,138 shares of iShares MSCI EAFE ETF worth $2.3M as of Q1 2023.
Transparent Wealth Partners bought 659 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $46.1K.
iShares MSCI EAFE ETF made up 1.68% of Transparent Wealth Partners's portfolio in Q1 2023, its #10 holding.
Transparent Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 4 quarters since.
1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.