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Wealth Enhancement & Preservation of GA’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Enhancement & Preservation of GA’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
-12,659
Closed -$709K – 49
2022
Q3 		$709K Buy
+12,659
New +$789K 1.14% 22

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's EFA Position: Q4 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 12,659 shares — an estimated $709K sold.

Wealth Enhancement & Preservation of GA first reported a position in EFA in Q3 2022 and held it in 1 quarter. The position peaked at $709K in Q3 2022. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 12,659 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $709K.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares MSCI EAFE ETF in Q3 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares MSCI EAFE ETF position peaked at $709K in Q3 2022.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2022, filed 9 Feb 2023.