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

TriaGen 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 Q1	–	Sell	-2,691	Closed	-$212K	–	178
2021 Q4	$212K	Hold	2,691	–	–	0.1%	174
2021 Q3	$210K	Hold	2,691	–	–	0.11%	171
2021 Q2	$214K	Hold	2,691	–	–	0.11%	174
2021 Q1	$204K	Buy	+2,691	New	+$203K	0.12%	162

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

TriaGen Wealth Management's EFA Position: Q1 2022 in Review

TriaGen Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 2,691 shares — an estimated $212K sold.

TriaGen Wealth Management first reported a position in EFA in Q1 2021 and held it in 4 quarters. The position peaked at $214K in Q2 2021. 1,730 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

TriaGen Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 2,691 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $212K.
TriaGen Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 4 quarters.
TriaGen Wealth Management's iShares MSCI EAFE ETF position peaked at $214K in Q2 2021.
1,730 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.