YorkBridge Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

YorkBridge Wealth Partners’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	$204K	Buy	+3,114	New	+$195K	0.05%	247
2022 Q3	–	Sell	-3,214	Closed	-$201K	–	283
2022 Q2	$201K	Hold	3,214	–	–	0.05%	270
2022 Q1	$237K	Sell	3,214 -6,431	-67%	-$481K	0.05%	268
2021 Q4	$759K	Buy	9,645 +6,496	+206%	+$514K	0.17%	101
2021 Q3	$246K	Buy	3,149 +339	+12%	+$27.1K	0.06%	236
2021 Q2	$222K	Hold	2,810	–	–	0.06%	237
2021 Q1	$213K	Sell	2,810 -1,603	-36%	-$121K	0.06%	236
2020 Q4	$322K	Buy	+4,413	New	+$302K	0.11%	141
2019 Q3	–	Sell	-2,710	Closed	-$178K	–	305
2019 Q2	$178K	Hold	2,710	–	–	0.08%	184
2019 Q1	$176K	Hold	2,710	–	–	0.08%	177
2018 Q4	$159K	Hold	2,710	–	–	0.08%	174
2018 Q3	$184K	Hold	2,710	–	–	0.08%	177
2018 Q2	$181K	Hold	2,710	–	–	0.08%	190
2018 Q1	$192K	Hold	2,710	–	–	0.09%	181
2017 Q4	$188K	Sell	2,710 -110	-4%	-$7.65K	0.09%	176
2017 Q3	$193K	Sell	2,820 -350	-11%	-$23.4K	0.1%	177
2017 Q2	$206K	Hold	3,170	–	–	0.11%	169
2017 Q1	$204K	Buy	3,170 +710	+29%	+$42.9K	0.11%	166
2016 Q4	$140K	Buy	+2,460	New	+$142K	0.08%	193

Other funds holding EFA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

YorkBridge Wealth Partners's EFA Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 3,114 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in EFA as recently as Q2 2022.

YorkBridge Wealth Partners first reported a position in EFA in Q4 2016 and has held it in 19 quarters since. The position peaked at $759K in Q4 2021. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

YorkBridge Wealth Partners held 3,114 shares of iShares MSCI EAFE ETF worth $204K as of Q4 2022.
iShares MSCI EAFE ETF was a new YorkBridge Wealth Partners position in Q4 2022.
iShares MSCI EAFE ETF made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #247 holding.
YorkBridge Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 19 quarters since.
YorkBridge Wealth Partners's iShares MSCI EAFE ETF position peaked at $759K in Q4 2021.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.