Fee-Only Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Fee-Only Financial Planning’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 Q2	–	Sell	-3,216	Closed	-$230K	–	44
2023 Q1	$230K	Sell	3,216 -664	-17%	-$46.4K	0.19%	37
2022 Q4	$255K	Buy	+3,880	New	+$243K	0.21%	37

Other funds holding EFA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fee-Only Financial Planning's EFA Position: Q2 2023 in Review

Fee-Only Financial Planning sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 3,216 shares — an estimated $230K sold.

Fee-Only Financial Planning first reported a position in EFA in Q4 2022 and held it in 2 quarters. The position peaked at $255K in Q4 2022. 1,778 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

Fee-Only Financial Planning reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Fee-Only Financial Planning sold 3,216 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $230K.
Fee-Only Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 2 quarters.
Fee-Only Financial Planning's iShares MSCI EAFE ETF position peaked at $255K in Q4 2022.
1,778 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Fee-Only Financial Planning's 13F filing for Q2 2023, filed 7 Aug 2023.