FA
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Faithward Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Faithward 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
2024
Q1 		– Sell
-418
Closed -$31.2K – 258
2023
Q4 		$31.2K Hold
418
– – 0.01% 200
2023
Q3 		$29K Buy
418
+221
+112% +$15.8K 0.01% 194
2023
Q2 		$14.2K Hold
197
– – ﹤0.01% 225
2023
Q1 		$14.4K Hold
197
– – ﹤0.01% 261
2022
Q4 		$12.9K Hold
197
– – ﹤0.01% 220
2022
Q3 		$11K Hold
197
– – ﹤0.01% 200
2022
Q2 		$12K Sell
197
-290
-60% -$19.7K ﹤0.01% 215
2022
Q1 		$36K Hold
487
– – 0.01% 206
2021
Q4 		$38K Buy
487
+197
+68% +$15.6K 0.01% 201
2021
Q3 		$23K Hold
290
– – ﹤0.01% 227
2021
Q2 		$23K Hold
290
– – ﹤0.01% 223
2021
Q1 		$22K Buy
+290
New +$21.8K ﹤0.01% 211

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Faithward Advisors's EFA Position: Q1 2024 in Review

Faithward Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 418 shares — an estimated $31.2K sold.

Faithward Advisors first reported a position in EFA in Q1 2021 and held it in 12 quarters. The position peaked at $38K in Q4 2021. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • Faithward Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Faithward Advisors sold 418 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $31.2K.
  • Faithward Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 12 quarters.
  • Faithward Advisors's iShares MSCI EAFE ETF position peaked at $38K in Q4 2021.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.