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

All Season 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
2023
Q3 		– Sell
-74,474
Closed -$5.4M – 91
2023
Q2 		$5.4M Buy
74,474
+71,621
+2,510% +$5.2M 4.85% 5
2023
Q1 		$204K Buy
+2,853
New +$200K 0.18% 107
2022
Q2 		– Sell
-2,853
Closed -$210K – 131
2022
Q1 		$210K Hold
2,853
– – 0.15% 134
2021
Q4 		$224K Sell
2,853
-14,461
-84% -$1.15M 0.16% 120
2021
Q3 		$1.35M Buy
17,314
+14,406
+495% +$1.15M 1.09% 25
2021
Q2 		$229K Buy
+2,908
New +$231K 0.16% 117

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

All Season Financial Advisors's EFA Position: Q3 2023 in Review

All Season Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 74,474 shares — an estimated $5.4M sold.

All Season Financial Advisors first reported a position in EFA in Q2 2021 and held it in 6 quarters. The position peaked at $5.4M in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • All Season Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 74,474 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $5.4M.
  • All Season Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 6 quarters.
  • All Season Financial Advisors's iShares MSCI EAFE ETF position peaked at $5.4M in Q2 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on All Season Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.