Delap Wealth Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Delap Wealth Advisory’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	-3,242	Closed	-$244K	–	262
2023 Q4	$244K	Buy	+3,242	New	+$229K	0.11%	79

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delap Wealth Advisory's EFA Position: Q1 2024 in Review

Delap Wealth Advisory sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 3,242 shares — an estimated $244K sold.

Delap Wealth Advisory first reported a position in EFA in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 1,850 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Delap Wealth Advisory reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,242 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $244K.
Delap Wealth Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
Delap Wealth Advisory's iShares MSCI EAFE ETF position peaked at $244K in Q4 2023.
1,850 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Delap Wealth Advisory's 13F filing for Q1 2024, filed 14 May 2024.