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Capital Wealth Alliance’s iShares MSCI EAFE ETF EFA Stock Holding History

Capital Wealth Alliance’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
-5,231
Closed -$438K – 81
2024
Q3 		$438K Sell
5,231
-704
-12% -$56.6K 0.25% 56
2024
Q2 		$465K Buy
5,935
+923
+18% +$73.1K 0.27% 64
2024
Q1 		$400K Buy
5,012
+50
+1% +$3.82K 0.24% 64
2023
Q4 		$374K Sell
4,962
-4,668
-48% -$330K 0.26% 68
2023
Q3 		$664K Sell
9,630
-10,130
-51% -$726K 0.5% 50
2023
Q2 		$1.43M Buy
19,760
+4,877
+33% +$354K 1.08% 21
2023
Q1 		$1.06M Buy
14,883
+11,039
+287% +$772K 0.86% 30
2022
Q4 		$252K Sell
3,844
-13,486
-78% -$845K 0.21% 88
2022
Q3 		$969K Sell
17,330
-9,237
-35% -$576K 0.8% 28
2022
Q2 		$1.66M Sell
26,567
-2,371
-8% -$161K 1.16% 23
2022
Q1 		$2.13M Buy
28,938
+1,020
+4% +$76.3K 1.27% 22
2021
Q4 		$2.2M Buy
27,918
+485
+2% +$38.4K 1.28% 18
2021
Q3 		$2.19M Buy
27,433
+1,313
+5% +$105K 1.33% 19
2021
Q2 		$2.01M Buy
26,120
+2,295
+10% +$182K 1.28% 17
2021
Q1 		$1.81M Buy
23,825
+8,811
+59% +$663K 1.21% 21
2020
Q4 		$1.11M Sell
15,014
-78
-0.5% -$5.33K 0.81% 35
2020
Q3 		$961K Sell
15,092
-1,107
-7% -$70.8K 0.86% 29
2020
Q2 		$986K Sell
16,199
-473
-3% -$27.3K 1.02% 26
2020
Q1 		$891K Sell
16,672
-29,864
-64% -$1.9M 0.93% 42
2019
Q4 		$3.14M Buy
+46,536
New +$3.14M 2.61% 8

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital Wealth Alliance's EFA Position: Q4 2024 in Review

Capital Wealth Alliance sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 5,231 shares — an estimated $438K sold.

Capital Wealth Alliance first reported a position in EFA in Q4 2019 and held it in 20 quarters. The position peaked at $3.14M in Q4 2019. 1,945 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Capital Wealth Alliance reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 5,231 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $438K.
  • Capital Wealth Alliance first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 20 quarters.
  • Capital Wealth Alliance's iShares MSCI EAFE ETF position peaked at $3.14M in Q4 2019.
  • 1,945 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Capital Wealth Alliance's 13F filing for Q4 2024, filed 29 Jan 2025.