Virtus ETF Advisers’s Equifax EFX Stock Holding History

Virtus ETF Advisers’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,711	Closed	-$678K	–	450
2022 Q2	$678K	Buy	+3,711	New	+$743K	0.25%	139
2020 Q2	–	Sell	-110	Closed	-$13K	–	461
2020 Q1	$13K	Sell	110 -3	-3%	-$436	0.01%	367
2019 Q4	$16K	Buy	+113	New	+$15.7K	﹤0.01%	393

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Virtus ETF Advisers's EFX Position: Q3 2022 in Review

Virtus ETF Advisers sold out of Equifax (EFX) in Q3 2022, closing a stake of 3,711 shares — an estimated $678K sold.

Virtus ETF Advisers first reported a position in EFX in Q4 2019 and held it in 3 quarters. The position peaked at $678K in Q2 2022. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

Virtus ETF Advisers reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
Virtus ETF Advisers sold 3,711 Equifax shares in Q3 2022, an estimated $678K.
Virtus ETF Advisers first reported a position in Equifax in Q4 2019 and held it in 3 quarters.
Virtus ETF Advisers's Equifax position peaked at $678K in Q2 2022.
625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Virtus ETF Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.