CWM
EFA icon

CarsonAllaria Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

CarsonAllaria Wealth Management’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
-341
Closed -$27.2K – 390
2024
Q1 		$27.2K Buy
+341
New +$26.1K 0.02% 169

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

CarsonAllaria Wealth Management's EFA Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 341 shares — an estimated $27.2K sold.

CarsonAllaria Wealth Management first reported a position in EFA in Q1 2024 and held it in 1 quarter. The position peaked at $27.2K in Q1 2024. 1,852 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 341 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $27.2K.
  • CarsonAllaria Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares MSCI EAFE ETF position peaked at $27.2K in Q1 2024.
  • 1,852 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.