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Empire Financial Management Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Empire Financial Management Company’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
-2,881
Closed -$209K – 193
2023
Q2 		$209K Buy
2,881
+25
+0.9% +$1.81K 0.08% 190
2023
Q1 		$204K Buy
+2,856
New +$200K 0.08% 189

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Bank of America
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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

Empire Financial Management Company's EFA Position: Q3 2023 in Review

Empire Financial Management Company sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 2,881 shares — an estimated $209K sold.

Empire Financial Management Company first reported a position in EFA in Q1 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Empire Financial Management Company reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 2,881 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $209K.
  • Empire Financial Management Company first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 2 quarters.
  • Empire Financial Management Company's iShares MSCI EAFE ETF position peaked at $209K in Q2 2023.
  • 1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Empire Financial Management Company's 13F filing for Q3 2023, filed 13 Nov 2023.