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

BBJS 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
2024
Q3 		$56.7K Hold
678
– – 0.02% 67
2024
Q2 		$53.1K Hold
678
– – 0.02% 68
2024
Q1 		$54.1K Hold
678
– – 0.02% 66
2023
Q4 		$51.1K Hold
678
– – 0.02% 67
2023
Q3 		$46.7K Hold
678
– – 0.02% 71
2023
Q2 		$49.2K Hold
678
– – 0.02% 67
2023
Q1 		$48.5K Hold
678
– – 0.02% 67
2022
Q4 		$44.5K Buy
+678
New +$42.5K 0.02% 76

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

BBJS Financial Advisors's EFA Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 678 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #67.

BBJS Financial Advisors first reported a position in EFA in Q4 2022 and has held it in 8 quarters since. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • BBJS Financial Advisors held 678 shares of iShares MSCI EAFE ETF worth $56.7K as of Q3 2024.
  • BBJS Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #67 holding.
  • BBJS Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.