Financial Gravity Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-75	Closed	-$5.65K	–	1520
2024 Q1	$5.65K	Hold	75	–	–	﹤0.01%	555
2023 Q4	$5.65K	Buy	+75	New	+$5.3K	﹤0.01%	571
2020 Q4	$14K	Buy	+188	New	+$12.9K	0.01%	151
2019 Q4	$69K	Buy	5,641 +4,436	+368%	+$300K	0.05%	482
2019 Q3	$79K	Hold	1,205	–	–	0.07%	237
2019 Q2	$79K	Hold	1,205	–	–	0.06%	255
2019 Q1	$79K	Buy	+1,205	New	+$75.9K	0.06%	233
2018 Q3	$2.23M	Buy	36,324 +35,119	+2,914%	+$2.37M	2.33%	4
2018 Q2	$80K	Hold	1,205	–	–	0.08%	242
2018 Q1	$85K	Buy	+1,205	New	+$85.9K	0.09%	217

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's EFA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 75 shares — an estimated $5.65K sold.

Financial Gravity Asset Management first reported a position in EFA in Q1 2018 and held it in 10 quarters. The position peaked at $2.23M in Q3 2018. 1,851 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 75 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $5.65K.
Financial Gravity Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's iShares MSCI EAFE ETF position peaked at $2.23M in Q3 2018.
1,851 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.