EisnerAmper Wealth Management Corporate Benefits’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $615K | Sell |
8,160
-372
| -4% | -$26.3K | 0.22% | 49 |
|
|
2023
Q3 | $588K | Hold |
8,532
| – | – | 0.26% | 46 |
|
|
2023
Q2 | $619K | Sell |
8,532
-768
| -8% | -$55.8K | 0.3% | 38 |
|
|
2023
Q1 | $665K | Sell |
9,300
-3,039
| -25% | -$213K | 0.32% | 39 |
|
|
2022
Q4 | $810K | Sell |
12,339
-100
| -0.8% | -$6.26K | 0.41% | 36 |
|
|
2022
Q3 | $697K | Hold |
12,439
| – | – | 0.4% | 31 |
|
|
2022
Q2 | $777K | Hold |
12,439
| – | – | 0.41% | 32 |
|
|
2022
Q1 | $916K | Buy |
12,439
+20
| +0.2% | +$1.5K | 0.44% | 34 |
|
|
2021
Q4 | $977K | Hold |
12,419
| – | – | 0.44% | 32 |
|
|
2021
Q3 | $969K | Buy |
12,419
+247
| +2% | +$19.8K | 0.49% | 36 |
|
|
2021
Q2 | $960K | Hold |
12,172
| – | – | 0.48% | 30 |
|
|
2021
Q1 | $923K | Hold |
12,172
| – | – | 0.5% | 31 |
|
|
2020
Q4 | $888K | Hold |
12,172
| – | – | 0.51% | 29 |
|
|
2020
Q3 | $775K | Hold |
12,172
| – | – | 0.51% | 31 |
|
|
2020
Q2 | $741K | Hold |
12,172
| – | – | 0.51% | 31 |
|
|
2020
Q1 | $651K | Sell |
12,172
-103
| -0.8% | -$6.54K | 0.44% | 26 |
|
|
2019
Q4 | $852K | Sell |
12,275
-100
| -0.8% | -$6.75K | 0.58% | 23 |
|
|
2019
Q3 | $807K | Hold |
12,375
| – | – | 0.58% | 24 |
|
|
2019
Q2 | $813K | Hold |
12,375
| – | – | 0.6% | 24 |
|
|
2019
Q1 | $803K | Hold |
12,375
| – | – | 0.6% | 26 |
|
|
2018
Q4 | $727K | Hold |
12,375
| – | – | 0.63% | 23 |
|
|
2018
Q3 | $841K | Buy |
+12,375
| New | +$836K | 0.65% | 26 |
|
|
2018
Q2 | – | Sell |
-12,674
| Closed | -$883K | – | 35 |
|
|
2018
Q1 | $883K | Hold |
12,674
| – | – | 0.74% | 23 |
|
|
2017
Q4 | $891K | Sell |
12,674
-2,427
| -16% | -$169K | 0.72% | 23 |
|
|
2017
Q3 | $1.03M | Sell |
15,101
-745
| -5% | -$49.8K | 0.89% | 22 |
|
|
2017
Q2 | $1.03M | Hold |
15,846
| – | – | 0.89% | 23 |
|
|
2017
Q1 | $987K | Sell |
15,846
-832
| -5% | -$50.3K | 0.86% | 22 |
|
|
2016
Q4 | $963K | Buy |
16,678
+832
| +5% | +$48K | 0.83% | 22 |
|
|
2016
Q3 | $934K | Sell |
15,846
-11
| -0.1% | -$638 | 0.8% | 22 |
|
|
2016
Q2 | $885K | Sell |
15,857
-683
| -4% | -$39.3K | 0.81% | 21 |
|
|
2016
Q1 | $945K | Sell |
16,540
-5,256
| -24% | -$290K | 0.89% | 22 |
|
|
2015
Q4 | $1.28M | Sell |
21,796
-28,756
| -57% | -$1.73M | 1.26% | 22 |
|
|
2015
Q3 | $2.9M | Buy |
50,552
+35,555
| +237% | +$2.2M | 2.04% | 13 |
|
|
2015
Q2 | $952K | Buy |
14,997
+80
| +0.5% | +$5.33K | 0.73% | 23 |
|
|
2015
Q1 | $957K | Sell |
14,917
-3,464
| -19% | -$218K | 0.72% | 21 |
|
|
2014
Q4 | $1.12M | Buy |
+18,381
| New | +$1.15M | 0.89% | 20 |
|
Other funds holding EFA
EisnerAmper Wealth Management Corporate Benefits's EFA Position: Q4 2023 in Review
EisnerAmper Wealth Management Corporate Benefits reduced its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q4 2023, selling an estimated $26.3K and leaving 8,160 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #49.
EisnerAmper Wealth Management Corporate Benefits first reported a position in EFA in Q4 2014 and has held it in 36 quarters since. The position peaked at $2.9M in Q3 2015. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits held 8,160 shares of iShares MSCI EAFE ETF worth $615K as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits sold 372 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $26.3K.
- iShares MSCI EAFE ETF made up 0.22% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #49 holding.
- EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 36 quarters since.
- EisnerAmper Wealth Management Corporate Benefits's iShares MSCI EAFE ETF position peaked at $2.9M in Q3 2015.
- 1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.
Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.