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Fairhaven Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Fairhaven Wealth Management’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
Q4 		$513K Buy
6,785
+5
+0.1% +$396 0.16% 63
2024
Q3 		$567K Sell
6,780
-42
-0.6% -$3.38K 0.17% 59
2024
Q2 		$534K Buy
6,822
+47
+0.7% +$3.72K 0.18% 60
2024
Q1 		$541K Hold
6,775
– – 0.19% 58
2023
Q4 		$511K Buy
6,775
+3
+0% +$212 0.19% 55
2023
Q3 		$467K Sell
6,772
-1,600
-19% -$115K 0.19% 61
2023
Q2 		$607K Buy
+8,372
New +$608K 0.23% 51
2022
Q4 		$540K Hold
8,233
– – 0.23% 52
2022
Q3 		$461K Buy
8,233
+80
+1% +$4.99K 0.21% 53
2022
Q2 		$510K Hold
8,153
– – 0.24% 50
2022
Q1 		$600K Sell
8,153
-138
-2% -$10.3K 0.24% 52
2021
Q4 		$652K Hold
8,291
– – 0.25% 49
2021
Q3 		$647K Hold
8,291
– – 0.27% 48
2021
Q2 		$654K Sell
8,291
-100
-1% -$7.94K 0.26% 51
2021
Q1 		$637K Hold
8,391
– – 0.27% 52
2020
Q4 		$612K Buy
8,391
+1
+0% +$68 0.27% 54
2020
Q3 		$534K Hold
8,390
– – 0.32% 51
2020
Q2 		$511K Sell
8,390
-11,182
-57% -$647K 0.34% 48
2020
Q1 		$1.05M Sell
19,572
-2,543
-11% -$161K 0.95% 21
2019
Q4 		$1.54M Sell
22,115
-143
-0.6% -$9.66K 1.28% 13
2019
Q3 		$1.45M Sell
22,258
-11
-0% -$709 1.36% 12
2019
Q2 		$1.46M Sell
22,269
-711
-3% -$46.5K 1.36% 13
2019
Q1 		$1.49M Sell
22,980
-47
-0.2% -$2.96K 1.42% 12
2018
Q4 		$1.35M Buy
+23,027
New +$1.44M 1.33% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fairhaven Wealth Management's EFA Position: Q4 2024 in Review

Fairhaven Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.07% in Q4 2024, buying an estimated $396 and bringing the position to 6,785 shares worth $513K. The position accounts for 0.16% of the portfolio, ranked #63.

Fairhaven Wealth Management first reported a position in EFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.54M in Q4 2019. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Fairhaven Wealth Management held 6,785 shares of iShares MSCI EAFE ETF worth $513K as of Q4 2024.
  • Fairhaven Wealth Management bought 5 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $396.
  • iShares MSCI EAFE ETF made up 0.16% of Fairhaven Wealth Management's portfolio in Q4 2024, its #63 holding.
  • Fairhaven Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's iShares MSCI EAFE ETF position peaked at $1.54M in Q4 2019.
  • 1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.