Baldwin Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Baldwin Wealth Partners’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	-20	Closed	-$1.67K	–	463
2024 Q3	$1.67K	Sell	20 -390	-95%	-$31.4K	﹤0.01%	970
2024 Q2	$32.1K	Sell	410 -395	-49%	-$31.3K	﹤0.01%	407
2024 Q1	$64.3K	Sell	805 -1,560	-66%	-$119K	﹤0.01%	335
2023 Q4	$178K	Hold	2,365	–	–	0.01%	219
2023 Q3	$163K	Hold	2,365	–	–	0.01%	244
2023 Q2	$171K	Hold	2,365	–	–	0.01%	255
2023 Q1	$169K	Buy	2,365 +260	+12%	+$18.2K	0.01%	252
2022 Q4	$138K	Buy	2,105 +150	+8%	+$9.4K	0.01%	276
2022 Q3	$110K	Sell	1,955 -696	-26%	-$43.4K	0.02%	231
2022 Q2	$166K	Sell	2,651 -527	-17%	-$35.9K	0.02%	203
2022 Q1	$234K	Hold	3,178	–	–	0.02%	188
2021 Q4	$250K	Hold	3,178	–	–	0.03%	188
2021 Q3	$248K	Hold	3,178	–	–	0.03%	183
2021 Q2	$251K	Hold	3,178	–	–	0.03%	176
2021 Q1	$241K	Buy	3,178 +360	+13%	+$27.1K	0.03%	170
2020 Q4	$206K	Sell	2,818 -460	-14%	-$31.5K	0.03%	171
2020 Q3	$209K	Hold	3,278	–	–	0.03%	154
2020 Q2	$200K	Hold	3,278	–	–	0.03%	154
2020 Q1	$175K	Sell	3,278 -846	-21%	-$53.7K	0.03%	156
2019 Q4	$286K	Buy	4,124 +1,083	+36%	+$73.1K	0.04%	149
2019 Q3	$198K	Sell	3,041 -5,504	-64%	-$355K	0.03%	173
2019 Q2	$562K	Sell	8,545 -4,683	-35%	-$306K	0.08%	113
2019 Q1	$858K	Buy	13,228 +4,478	+51%	+$282K	0.13%	92
2018 Q4	$515K	Buy	8,750 +2,400	+38%	+$150K	0.09%	114
2018 Q3	$432K	Buy	+6,350	New	+$429K	0.06%	142
2017 Q3	–	Sell	-1,060	Closed	-$69K	–	488
2017 Q2	$69K	Sell	1,060 -572	-35%	-$37K	0.01%	266
2017 Q1	$102K	Buy	1,632 +1,060	+185%	+$64.1K	0.02%	234
2016 Q4	$33K	Sell	572 -177	-24%	-$10.2K	0.01%	326
2016 Q3	$44K	Sell	749 -3,800	-84%	-$220K	0.01%	310
2016 Q2	$254K	Buy	4,549 +749	+20%	+$43.1K	0.05%	152
2016 Q1	$217K	Sell	3,800 -55	-1%	-$3.03K	0.04%	193
2015 Q4	$226K	Buy	3,855 +55	+1%	+$3.31K	0.04%	209
2015 Q3	$218K	Sell	3,800 -875	-19%	-$54K	0.04%	211
2015 Q2	$297K	Hold	4,675	–	–	0.04%	200
2015 Q1	$300K	Buy	4,675 +875	+23%	+$55.1K	0.04%	196
2014 Q4	$231K	Hold	3,800	–	–	0.03%	220
2014 Q3	$244K	Hold	3,800	–	–	0.03%	228
2014 Q2	$260K	Hold	3,800	–	–	0.04%	211
2014 Q1	$255K	Hold	3,800	–	–	0.04%	207
2013 Q4	$255K	Sell	3,800 -125	-3%	-$8.17K	0.04%	207
2013 Q3	$250K	Hold	3,925	–	–	0.05%	205
2013 Q2	$225K	Buy	+3,925	New	+$237K	0.04%	200

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

Baldwin Wealth Partners's EFA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 20 shares — an estimated $1.67K sold.

Baldwin Wealth Partners first reported a position in EFA in Q2 2013 and held it in 42 quarters. The position peaked at $858K in Q1 2019. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 20 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $1.67K.
Baldwin Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 42 quarters.
Baldwin Wealth Partners's iShares MSCI EAFE ETF position peaked at $858K in Q1 2019.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.