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

Curi 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
Q1 		– Sell
-6,257
Closed -$471K – 43
2023
Q4 		$471K Buy
6,257
+1,197
+24% +$84.6K 0.07% 92
2023
Q3 		$349K Sell
5,060
-496
-9% -$35.5K 0.05% 102
2023
Q2 		$403K Sell
5,556
-666
-11% -$48.4K 0.05% 106
2023
Q1 		$445K Sell
6,222
-872
-12% -$61K 0.06% 100
2022
Q4 		$466K Buy
7,094
+1,622
+30% +$102K 0.07% 116
2022
Q3 		$306K Buy
5,472
+4,521
+475% +$282K 0.05% 134
2022
Q2 		$59K Hold
951
– – 0.01% 216
2022
Q1 		$69K Buy
+951
New +$71.1K 0.01% 188

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

Curi Wealth Management's EFA Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 6,257 shares — an estimated $471K sold.

Curi Wealth Management first reported a position in EFA in Q1 2022 and held it in 8 quarters. The position peaked at $471K in Q4 2023. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 6,257 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $471K.
  • Curi Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 8 quarters.
  • Curi Wealth Management's iShares MSCI EAFE ETF position peaked at $471K in Q4 2023.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.