CP
EFA icon

Castleview Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Castleview Partners’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
-552
Closed -$46.2K – 593
2024
Q3 		$46.2K Sell
552
-2,001
-78% -$161K 0.03% 331
2024
Q2 		$200K Sell
2,553
-758
-23% -$60K 0.11% 174
2024
Q1 		$264K Buy
3,311
+1,194
+56% +$91.3K 0.15% 150
2023
Q4 		$160K Buy
+2,117
New +$150K 0.11% 152
2022
Q2 		– Sell
-4,989
Closed -$367K – 771
2022
Q1 		$367K Sell
4,989
-349,149
-99% -$26.1M 0.23% 95
2021
Q4 		$4.5K Buy
+354,138
New +$28M 0.04% 170
2021
Q2 		$11K Buy
+145
New +$11.5K ﹤0.01% 661

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Castleview Partners's EFA Position: Q4 2024 in Review

Castleview Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 552 shares — an estimated $46.2K sold.

Castleview Partners first reported a position in EFA in Q2 2021 and held it in 7 quarters. The position peaked at $367K in Q1 2022. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Castleview Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 552 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $46.2K.
  • Castleview Partners first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 7 quarters.
  • Castleview Partners's iShares MSCI EAFE ETF position peaked at $367K in Q1 2022.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.