Websterrogers Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Websterrogers Financial Advisors’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 Q1	–	Sell	-3,400	Closed	-$268K	–	71
2021 Q4	$268K	Hold	3,400	–	–	0.06%	57
2021 Q3	$265K	Sell	3,400 -300	-8%	-$24K	0.06%	52
2021 Q2	$285K	Sell	3,700 -670	-15%	-$53.2K	0.07%	50
2021 Q1	$332K	Sell	4,370 -320	-7%	-$24.1K	0.09%	41
2020 Q4	$351K	Buy	+4,690	New	+$321K	0.1%	37

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Websterrogers Financial Advisors's EFA Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 3,400 shares — an estimated $268K sold.

Websterrogers Financial Advisors first reported a position in EFA in Q4 2020 and held it in 5 quarters. The position peaked at $351K in Q4 2020. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Websterrogers Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 3,400 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $268K.
Websterrogers Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 5 quarters.
Websterrogers Financial Advisors's iShares MSCI EAFE ETF position peaked at $351K in Q4 2020.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.