ULWM
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Upper Left Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Upper Left 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
Q3 		– Sell
-4,068
Closed -$254K – 51
2022
Q2 		$254K Buy
+4,068
New +$277K 0.29% 49

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Upper Left Wealth Management's EFA Position: Q3 2022 in Review

Upper Left Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 4,068 shares — an estimated $254K sold.

Upper Left Wealth Management first reported a position in EFA in Q2 2022 and held it in 1 quarter. The position peaked at $254K in Q2 2022. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

  • Upper Left Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Upper Left Wealth Management sold 4,068 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $254K.
  • Upper Left Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2022 and held it in 1 quarter.
  • Upper Left Wealth Management's iShares MSCI EAFE ETF position peaked at $254K in Q2 2022.
  • 1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Upper Left Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.