9WM
EFA icon

9258 Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

9258 Wealth Management’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
2024
Q3 		$229K Buy
+2,736
New +$220K 0.03% 316
2023
Q1 		– Sell
-5,213
Closed -$342K – 325
2022
Q4 		$342K Buy
+5,213
New +$327K 0.07% 229
2022
Q1 		– Sell
-3,130
Closed -$246K – 366
2021
Q4 		$246K Buy
+3,130
New +$248K 0.06% 325

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's EFA Position: Q3 2024 in Review

9258 Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2024: 2,736 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in EFA as recently as Q4 2022.

9258 Wealth Management first reported a position in EFA in Q4 2021 and has held it in 3 quarters since. The position peaked at $342K in Q4 2022. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • 9258 Wealth Management held 2,736 shares of iShares MSCI EAFE ETF worth $229K as of Q3 2024.
  • iShares MSCI EAFE ETF was a new 9258 Wealth Management position in Q3 2024.
  • iShares MSCI EAFE ETF made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #316 holding.
  • 9258 Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 3 quarters since.
  • 9258 Wealth Management's iShares MSCI EAFE ETF position peaked at $342K in Q4 2022.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.