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Burt Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Burt Wealth 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
Q2 		– Sell
-7,728
Closed -$617K – 114
2024
Q1 		$617K Buy
+7,728
New +$591K 0.16% 54
2021
Q1 		– Sell
-562
Closed -$41K – 166
2020
Q4 		$41K Hold
562
– – 0.01% 195
2020
Q3 		$36K Sell
562
-1,865
-77% -$119K 0.01% 197
2020
Q2 		$148K Sell
2,427
-57
-2% -$3.3K 0.06% 101
2020
Q1 		$133K Sell
2,484
-1
-0% -$63 0.06% 100
2019
Q4 		$173K Hold
2,485
– – 0.07% 89
2019
Q3 		$162K Buy
2,485
+58
+2% +$3.74K 0.07% 95
2019
Q2 		$160K Hold
2,427
– – 0.07% 96
2019
Q1 		$157K Hold
2,427
– – 0.07% 98
2018
Q4 		$143K Hold
2,427
– – 0.07% 99
2018
Q3 		$165K Hold
2,427
– – 0.07% 96
2018
Q2 		$163K Hold
2,427
– – 0.08% 95
2018
Q1 		$169K Hold
2,427
– – 0.09% 87
2017
Q4 		$171K Hold
2,427
– – 0.11% 85
2017
Q3 		$166K Sell
2,427
-431
-15% -$28.8K 0.11% 83
2017
Q2 		$186K Buy
2,858
+431
+18% +$27.9K 0.13% 71
2017
Q1 		$151K Sell
2,427
-424
-15% -$25.6K 0.11% 76
2016
Q4 		$165K Sell
2,851
-104
-4% -$6K 0.15% 81
2016
Q3 		$174K Hold
2,955
– – 0.19% 67
2016
Q2 		$164K Buy
2,955
+8
+0.3% +$460 0.18% 68
2016
Q1 		$168K Buy
+2,947
New +$162K 0.15% 70
2015
Q4 		– Sell
-4,368
Closed -$250K – 530
2015
Q3 		$250K Buy
4,368
+7
+0.2% +$432 0.31% 41
2015
Q2 		$277K Buy
4,361
+1,066
+32% +$71K 0.3% 46
2015
Q1 		$211K Hold
3,295
– – 0.21% 53
2014
Q4 		$211K Buy
+3,295
New +$206K 0.22% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Burt Wealth Advisors's EFA Position: Q2 2024 in Review

Burt Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 7,728 shares — an estimated $617K sold.

Burt Wealth Advisors first reported a position in EFA in Q4 2014 and held it in 25 quarters. The position peaked at $617K in Q1 2024. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • Burt Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Burt Wealth Advisors sold 7,728 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $617K.
  • Burt Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's iShares MSCI EAFE ETF position peaked at $617K in Q1 2024.
  • 1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Burt Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.