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

USAdvisors 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
2021 Q4	–	Sell	-3,546	Closed	-$277K	–	132
2021 Q3	$277K	Hold	3,546	–	–	0.12%	92
2021 Q2	$279K	Buy	3,546 +11	+0.3%	+$874	0.15%	89
2021 Q1	$268K	Sell	3,535 -202	-5%	-$15.2K	0.13%	92
2020 Q4	$272K	Buy	3,737 +473	+14%	+$32.3K	0.13%	76
2020 Q3	$207	Sell	3,264 -336	-9%	-$21.5K	0.03%	67
2020 Q2	$219K	Buy	+3,600	New	+$208K	0.12%	69
2020 Q1	–	Sell	-3,676	Closed	-$255K	–	77
2019 Q4	$255K	Sell	3,676 -2,666	-42%	-$180K	0.13%	73
2019 Q3	$414K	Hold	6,342	–	–	0.21%	40
2019 Q2	$417	Sell	6,342 -90	-1%	-$5.89K	0.18%	36
2019 Q1	$417K	Sell	6,432 -109	-2%	-$6.87K	0.3%	30
2018 Q4	$385K	Hold	6,541	–	–	0.31%	27
2018 Q3	$445K	Sell	6,541 -131	-2%	-$8.85K	0.32%	41
2018 Q2	$446K	Hold	6,672	–	–	0.34%	38
2018 Q1	$465K	Buy	6,672 +2,543	+62%	+$181K	0.37%	33
2017 Q4	$290K	Buy	+4,129	New	+$287K	0.25%	38

Other funds holding EFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAdvisors Wealth Management's EFA Position: Q4 2021 in Review

USAdvisors Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 3,546 shares — an estimated $277K sold.

USAdvisors Wealth Management first reported a position in EFA in Q4 2017 and held it in 15 quarters. The position peaked at $465K in Q1 2018. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

USAdvisors Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 3,546 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $277K.
USAdvisors Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 15 quarters.
USAdvisors Wealth Management's iShares MSCI EAFE ETF position peaked at $465K in Q1 2018.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on USAdvisors Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.