Alaska Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Alaska Wealth 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
2024 Q4	–	Sell	-92	Closed	-$7.69K	–	74
2024 Q3	$7.69K	Buy	92 +35	+61%	+$2.82K	﹤0.01%	108
2024 Q2	$4.46K	Hold	57	–	–	﹤0.01%	106
2024 Q1	$4.55K	Sell	57 -171	-75%	-$13.1K	﹤0.01%	102
2023 Q4	$17.2K	Hold	228	–	–	﹤0.01%	94
2023 Q3	$15.7K	Hold	228	–	–	﹤0.01%	91
2023 Q2	$16.5K	Hold	228	–	–	﹤0.01%	98
2023 Q1	$16.3K	Buy	+228	New	+$15.9K	﹤0.01%	87
2021 Q1	–	Sell	-12,619	Closed	-$921K	–	56
2020 Q4	$921K	Buy	12,619 +285	+2%	+$19.5K	0.19%	25
2020 Q3	$785K	Sell	12,334 -11,124	-47%	-$712K	0.17%	27
2020 Q2	$1.43M	Buy	23,458 +3,143	+15%	+$182K	0.34%	22
2020 Q1	$1.09M	Sell	20,315 -240,555	-92%	-$15.3M	0.3%	23
2019 Q4	$18.1M	Sell	260,870 -718,680	-73%	-$48.5M	2.89%	13
2019 Q3	$63.9M	Buy	979,550 +319,558	+48%	+$20.6M	7.71%	5
2019 Q2	$42.8M	Hold	659,992	–	–	4.58%	8
2019 Q1	$42.8M	Buy	659,992 +654,120	+11,140%	+$41.2M	4.58%	8
2018 Q4	$345K	Buy	+5,872	New	+$367K	0.11%	44

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alaska Wealth Advisors's EFA Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 92 shares — an estimated $7.69K sold.

Alaska Wealth Advisors first reported a position in EFA in Q4 2018 and held it in 16 quarters. The position peaked at $63.9M in Q3 2019. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 92 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $7.69K.
Alaska Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 16 quarters.
Alaska Wealth Advisors's iShares MSCI EAFE ETF position peaked at $63.9M in Q3 2019.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.