Truvestments Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Truvestments Capital’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 Q4	–	Sell	-72	Closed	-$4K	–	926
2022 Q3	$4K	Hold	72	–	–	﹤0.01%	483
2022 Q2	$4K	Buy	+72	New	+$4.9K	﹤0.01%	493
2022 Q1	–	Sell	-70	Closed	-$6K	–	288
2021 Q4	$6K	Buy	+70	New	+$5.54K	﹤0.01%	455
2020 Q1	–	Sell	-5,967	Closed	-$414K	–	519
2019 Q4	$414K	Hold	5,967	–	–	0.29%	94
2019 Q3	$389K	Hold	5,967	–	–	0.25%	95
2019 Q2	$392K	Buy	5,967 +4,350	+269%	+$285K	0.26%	90
2019 Q1	$105K	Buy	+1,617	New	+$102K	0.08%	156
2018 Q3	$69K	Buy	+1,018	New	+$68.7K	0.03%	322

Other funds holding EFA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Truvestments Capital's EFA Position: Q4 2022 in Review

Truvestments Capital sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 72 shares — an estimated $4K sold.

Truvestments Capital first reported a position in EFA in Q3 2018 and held it in 8 quarters. The position peaked at $414K in Q4 2019. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Truvestments Capital reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Truvestments Capital sold 72 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $4K.
Truvestments Capital first reported a position in iShares MSCI EAFE ETF in Q3 2018 and held it in 8 quarters.
Truvestments Capital's iShares MSCI EAFE ETF position peaked at $414K in Q4 2019.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.