Ergawealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Ergawealth Advisors’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	-7,987	Closed	-$579K	–	51
2023 Q2	$579K	Buy	+7,987	New	+$580K	0.4%	21

Other funds holding EFA

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

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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Ergawealth Advisors's EFA Position: Q3 2023 in Review

Ergawealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 7,987 shares — an estimated $579K sold.

Ergawealth Advisors first reported a position in EFA in Q2 2023 and held it in 1 quarter. The position peaked at $579K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Ergawealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Ergawealth Advisors sold 7,987 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $579K.
Ergawealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
Ergawealth Advisors's iShares MSCI EAFE ETF position peaked at $579K in Q2 2023.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Ergawealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.