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Dorsey Wright & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Dorsey Wright & Associates’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
2023
Q3 		– Sell
-40,794
Closed -$2.96M – 294
2023
Q2 		$2.96M Buy
+40,794
New +$2.96M 0.89% 49

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dorsey Wright & Associates's EFA Position: Q3 2023 in Review

Dorsey Wright & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 40,794 shares — an estimated $2.96M sold.

Dorsey Wright & Associates first reported a position in EFA in Q2 2023 and held it in 1 quarter. The position peaked at $2.96M in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Dorsey Wright & Associates reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 40,794 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $2.96M.
  • Dorsey Wright & Associates first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Dorsey Wright & Associates's iShares MSCI EAFE ETF position peaked at $2.96M in Q2 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Dorsey Wright & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.