Allegheny Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Allegheny Financial Group’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	–	Sell	-2,587	Closed	-$203K	–	243
2024 Q2	$203K	Buy	+2,587	New	+$205K	0.06%	211
2024 Q1	–	Sell	-2,816	Closed	-$212K	–	210
2023 Q4	$212K	Buy	+2,816	New	+$199K	0.07%	199
2022 Q3	–	Sell	-5,156	Closed	-$322K	–	167
2022 Q2	$322K	Buy	5,156 +59	+1%	+$4.02K	0.15%	115
2022 Q1	$375K	Sell	5,097 -559	-10%	-$41.8K	0.16%	102
2021 Q4	$445K	Buy	5,656 +43	+0.8%	+$3.4K	0.18%	84
2021 Q3	$438K	Hold	5,613	–	–	0.2%	80
2021 Q2	$443K	Buy	5,613 +32	+0.6%	+$2.54K	0.2%	78
2021 Q1	$423K	Hold	5,581	–	–	0.31%	54
2020 Q4	$407K	Buy	+5,581	New	+$382K	0.22%	69

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allegheny Financial Group's EFA Position: Q3 2024 in Review

Allegheny Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 2,587 shares — an estimated $203K sold.

Allegheny Financial Group first reported a position in EFA in Q4 2020 and held it in 9 quarters. The position peaked at $445K in Q4 2021. 1,859 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Allegheny Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Allegheny Financial Group sold 2,587 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $203K.
Allegheny Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 9 quarters.
Allegheny Financial Group's iShares MSCI EAFE ETF position peaked at $445K in Q4 2021.
1,859 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Allegheny Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.