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

Wipfli 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 Q3	$680K	Buy	12,146 +7,602	+167%	+$474K	0.05%	169
2022 Q2	$284K	Buy	4,544 +12	+0.3%	+$817	0.03%	80
2022 Q1	$334K	Buy	4,532 +502	+12%	+$37.5K	0.03%	76
2021 Q4	$317K	Hold	4,030	–	–	0.04%	37
2021 Q3	$314K	Hold	4,030	–	–	0.04%	38
2021 Q2	$318K	Hold	4,030	–	–	0.04%	36
2021 Q1	$306K	Hold	4,030	–	–	0.17%	28
2020 Q4	$294K	Buy	+4,030	New	+$276K	0.18%	29

Other funds holding EFA

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wipfli Financial Advisors's EFA Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 167% in Q3 2022, buying an estimated $474K and bringing the position to 12,146 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #169.

Wipfli Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Wipfli Financial Advisors held 12,146 shares of iShares MSCI EAFE ETF worth $680K as of Q3 2022.
Wipfli Financial Advisors bought 7,602 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $474K.
iShares MSCI EAFE ETF made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #169 holding.
Wipfli Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 8 quarters since.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.