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Ulrich Consultants & Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$1.93M Hold
26,664
– – 4.67% 5
2023
Q1 		$1.91M Sell
26,664
-565
-2% -$39.5K 3.98% 6
2022
Q4 		$1.79M Buy
27,229
+2,025
+8% +$127K 4% 5
2022
Q3 		$1.41M Hold
25,204
– – 1.09% 28
2022
Q2 		$1.57M Buy
+25,204
New +$1.72M 0.86% 33

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ulrich Consultants & Investment Group's EFA Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2023 at 26,664 shares worth $1.93M. The position accounts for 4.67% of the portfolio, ranked #5.

Ulrich Consultants & Investment Group first reported a position in EFA in Q2 2022 and has held it in 5 quarters since. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Ulrich Consultants & Investment Group held 26,664 shares of iShares MSCI EAFE ETF worth $1.93M as of Q2 2023.
  • Ulrich Consultants & Investment Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2023.
  • iShares MSCI EAFE ETF made up 4.67% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #5 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 5 quarters since.
  • 1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.