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

Aspire 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 		$1.43K Hold
17
– – ﹤0.01% 184
2024
Q2 		$1.34K Hold
17
– – ﹤0.01% 167
2024
Q1 		$1.34K Hold
17
– – ﹤0.01% 175
2023
Q4 		$1.27K Hold
17
– – ﹤0.01% 173
2023
Q3 		$1.15K Hold
17
– – ﹤0.01% 172
2023
Q2 		$1.21K Buy
17
+1
+6% +$73 ﹤0.01% 179
2023
Q1 		$1.17K Hold
16
– – ﹤0.01% 178
2022
Q4 		$1.07K Hold
16
– – ﹤0.01% 182
2022
Q3 		$1K Hold
16
– – ﹤0.01% 165
2022
Q2 		$1K Hold
16
– – ﹤0.01% 172
2022
Q1 		$1K Hold
16
– – ﹤0.01% 167
2021
Q4 		$1K Buy
+16
New +$1.27K ﹤0.01% 167

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

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

Aspire Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 17 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Aspire Wealth Management first reported a position in EFA in Q4 2021 and has held it in 12 quarters since. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Aspire Wealth Management held 17 shares of iShares MSCI EAFE ETF worth $1.43K as of Q3 2024.
  • Aspire Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #184 holding.
  • Aspire Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.