Focused Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-46
| Closed | -$3.47K | – | 412 |
|
|
2023
Q4 | $3.47K | Hold |
46
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $3.17K | Hold |
46
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $3.33K | Hold |
46
| – | – | ﹤0.01% | 737 |
|
|
2023
Q1 | $3.29K | Hold |
46
| – | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $3.02K | Hold |
46
| – | – | ﹤0.01% | 744 |
|
|
2022
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 697 |
|
|
2022
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 741 |
|
|
2021
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 722 |
|
|
2021
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 748 |
|
|
2021
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 771 |
|
|
2020
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $3K | Sell |
46
-220
| -83% | -$14.1K | ﹤0.01% | 665 |
|
|
2020
Q2 | $16K | Hold |
266
| – | – | ﹤0.01% | 442 |
|
|
2020
Q1 | $14K | Sell |
266
-17
| -6% | -$1.08K | ﹤0.01% | 418 |
|
|
2019
Q4 | $20K | Buy |
283
+17
| +6% | +$1.15K | ﹤0.01% | 406 |
|
|
2019
Q3 | $17K | Hold |
266
| – | – | ﹤0.01% | 406 |
|
|
2019
Q2 | $17K | Hold |
266
| – | – | ﹤0.01% | 436 |
|
|
2019
Q1 | $17K | Hold |
266
| – | – | 0.01% | 395 |
|
|
2018
Q4 | $16K | Hold |
266
| – | – | 0.01% | 400 |
|
|
2018
Q3 | $18K | Sell |
266
-1
| -0.4% | -$68 | 0.01% | 377 |
|
|
2018
Q2 | $18K | Buy |
267
+4
| +2% | +$280 | 0.01% | 368 |
|
|
2018
Q1 | $18K | Hold |
263
| – | – | 0.01% | 396 |
|
|
2017
Q4 | $18K | Sell |
263
-258
| -50% | -$17.9K | 0.01% | 391 |
|
|
2017
Q3 | $36K | Buy |
521
+212
| +69% | +$14.2K | 0.01% | 278 |
|
|
2017
Q2 | $20K | Buy |
309
+3
| +1% | +$194 | 0.01% | 376 |
|
|
2017
Q1 | $19K | Hold |
306
| – | – | 0.01% | 379 |
|
|
2016
Q4 | $18K | Buy |
306
+2
| +0.7% | +$115 | 0.01% | 392 |
|
|
2016
Q3 | $18K | Hold |
304
| – | – | 0.01% | 375 |
|
|
2016
Q2 | $17K | Buy |
304
+5
| +2% | +$288 | 0.01% | 373 |
|
|
2016
Q1 | $17K | Sell |
299
-29
| -9% | -$1.6K | 0.01% | 322 |
|
|
2015
Q4 | $19K | Buy |
328
+68
| +26% | +$4.1K | 0.01% | 324 |
|
|
2015
Q3 | $15K | Buy |
260
+3
| +1% | +$185 | 0.01% | 333 |
|
|
2015
Q2 | $16K | Hold |
257
| – | – | 0.01% | 337 |
|
|
2015
Q1 | $16K | Hold |
257
| – | – | 0.01% | 345 |
|
|
2014
Q4 | $16K | Sell |
257
-30
| -10% | -$1.87K | 0.01% | 342 |
|
|
2014
Q3 | $18K | Buy |
287
+4
| +1% | +$267 | 0.01% | 332 |
|
|
2014
Q2 | $19K | Hold |
283
| – | – | 0.01% | 317 |
|
|
2014
Q1 | $19K | Hold |
283
| – | – | 0.02% | 294 |
|
|
2013
Q4 | $19K | Sell |
283
-196
| -41% | -$12.8K | 0.02% | 300 |
|
|
2013
Q3 | $31K | Buy |
+479
| New | +$29.4K | 0.03% | 210 |
|
Other funds holding EFA
Focused Wealth Management's EFA Position: Q1 2024 in Review
Focused Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 46 shares — an estimated $3.47K sold.
Focused Wealth Management first reported a position in EFA in Q3 2013 and held it in 42 quarters. The position peaked at $36K in Q3 2017. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.
- Focused Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 46 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $3.47K.
- Focused Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2013 and held it in 42 quarters.
- Focused Wealth Management's iShares MSCI EAFE ETF position peaked at $36K in Q3 2017.
- 1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.