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First Personal Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

First Personal Financial Services’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
-1,000
Closed -$75.3K – 378
2023
Q4 		$75.3K Hold
1,000
– – 0.02% 176
2023
Q3 		$68.9K Hold
1,000
– – 0.02% 179
2023
Q2 		$72.5K Hold
1,000
– – 0.02% 182
2023
Q1 		$71.5K Hold
1,000
– – 0.02% 178
2022
Q4 		$65.6K Buy
1,000
+370
+59% +$23.2K 0.02% 186
2022
Q3 		$35K Buy
+630
New +$39.3K 0.01% 230
2020
Q4 		– Sell
-72
Closed -$5K – 318
2020
Q3 		$5K Sell
72
-72
-50% -$4.61K ﹤0.01% 272
2020
Q2 		$9K Hold
144
– – ﹤0.01% 262
2020
Q1 		$8K Sell
144
-532
-79% -$33.8K ﹤0.01% 251
2019
Q4 		$47K Sell
676
-3,398
-83% -$230K 0.02% 197
2019
Q3 		$266K Sell
4,074
-3,972
-49% -$256K 0.08% 115
2019
Q2 		$529K Hold
8,046
– – 0.15% 114
2019
Q1 		$522K Buy
8,046
+2,541
+46% +$160K 0.16% 114
2018
Q4 		$324K Sell
5,505
-391
-7% -$24.4K 0.11% 128
2018
Q3 		$401K Buy
5,896
+748
+15% +$50.5K 0.13% 126
2018
Q2 		$345K Sell
5,148
-16,505
-76% -$1.16M 0.12% 135
2018
Q1 		$1.51M Buy
21,653
+1,138
+6% +$81.1K 0.33% 76
2017
Q4 		$1.44M Buy
20,515
+5,396
+36% +$375K 0.28% 88
2017
Q3 		$1.03M Buy
15,119
+40
+0.3% +$2.67K 0.22% 96
2017
Q2 		$983K Buy
15,079
+8,300
+122% +$537K 0.22% 98
2017
Q1 		$422K Hold
6,779
– – 0.1% 137
2016
Q4 		$391K Sell
6,779
-1,710
-20% -$98.6K 0.1% 144
2016
Q3 		$502K Buy
8,489
+7,817
+1,163% +$453K 0.15% 113
2016
Q2 		$38K Sell
672
-49
-7% -$2.82K 0.01% 317
2016
Q1 		$41K Sell
721
-288
-29% -$15.9K 0.02% 190
2015
Q4 		$59K Sell
1,009
-119
-11% -$7.17K 0.03% 165
2015
Q3 		$65K Hold
1,128
– – 0.04% 154
2015
Q2 		$72K Buy
1,128
+100
+10% +$6.66K 0.04% 147
2015
Q1 		$66K Hold
1,028
– – 0.04% 154
2014
Q4 		$62K Buy
+1,028
New +$64.2K 0.04% 151

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

First Personal Financial Services's EFA Position: Q1 2024 in Review

First Personal Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 1,000 shares — an estimated $75.3K sold.

First Personal Financial Services first reported a position in EFA in Q4 2014 and held it in 30 quarters. The position peaked at $1.51M in Q1 2018. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • First Personal Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • First Personal Financial Services sold 1,000 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $75.3K.
  • First Personal Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 30 quarters.
  • First Personal Financial Services's iShares MSCI EAFE ETF position peaked at $1.51M in Q1 2018.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.