Axiom Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Axiom Advisory’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	$624K	Buy	7,744 +228	+3%	+$18.3K	0.01%	204
2024 Q2	$595K	Buy	+7,516	New	+$595K	0.01%	204

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Axiom Advisory's EFA Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 3% in Q3 2024, buying an estimated $18.3K and bringing the position to 7,744 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #204.

Axiom Advisory first reported a position in EFA in Q2 2024 and has held it in 2 quarters since. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Axiom Advisory held 7,744 shares of iShares MSCI EAFE ETF worth $624K as of Q3 2024.
Axiom Advisory bought 228 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $18.3K.
iShares MSCI EAFE ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #204 holding.
Axiom Advisory first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 2 quarters since.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.