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Briaud Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Briaud Financial Planning’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
2025
Q1 		– Sell
-296
Closed -$22K – 202
2024
Q4 		$22K Buy
+296
New +$23.4K 0.01% 118

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Briaud Financial Planning's EFA Position: Q1 2025 in Review

Briaud Financial Planning sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 296 shares — an estimated $22K sold.

Briaud Financial Planning first reported a position in EFA in Q4 2024 and held it in 1 quarter. The position peaked at $22K in Q4 2024. 1,962 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 296 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $22K.
  • Briaud Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI EAFE ETF position peaked at $22K in Q4 2024.
  • 1,962 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Briaud Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.