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Gallagher Fiduciary Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Gallagher Fiduciary Advisors’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
Q3 		– Sell
-3,115
Closed -$226K – 179
2023
Q2 		$226K Buy
+3,115
New +$226K 0.02% 194

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gallagher Fiduciary Advisors's EFA Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 3,115 shares — an estimated $226K sold.

Gallagher Fiduciary Advisors first reported a position in EFA in Q2 2023 and held it in 1 quarter. The position peaked at $226K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 3,115 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $226K.
  • Gallagher Fiduciary Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Gallagher Fiduciary Advisors's iShares MSCI EAFE ETF position peaked at $226K in Q2 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.