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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
-381
Closed -$30.1K – 1724
2024
Q1 		$30.1K Sell
381
-16,908
-98% -$1.29M ﹤0.01% 464
2023
Q4 		$2.32M Buy
17,289
+75
+0.4% +$5.3K 0.02% 200
2023
Q3 		$2.32M Buy
17,214
+16,235
+1,658% +$1.16M 0.03% 193
2023
Q2 		$125K Buy
979
+1
+0.1% +$73 0.34% 54
2023
Q1 		$7.89K Buy
978
+912
+1,382% +$63.8K 0.24% 74
2022
Q4 		$106K Buy
+66
New +$4.13K 0.55% 35
2022
Q1 		– Sell
-253
Closed -$19 – 930
2021
Q4 		$19 Buy
+253
New +$20K ﹤0.01% 824
2021
Q1 		– Sell
-188
Closed -$14K – 795
2020
Q4 		$14K Buy
+188
New +$12.9K 0.01% 151
2020
Q1 		– Sell
-5,641
Closed -$69K – 1179
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
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

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 381 shares — an estimated $30.1K sold.

Financial Gravity Asset Management first reported a position in EFA in Q1 2018 and held it in 15 quarters. The position peaked at $2.32M in Q4 2023. 1,848 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 381 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $30.1K.
  • Financial Gravity Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 15 quarters.
  • Financial Gravity Asset Management's iShares MSCI EAFE ETF position peaked at $2.32M in Q4 2023.
  • 1,848 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.