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Global Wealth Management Investment Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-100
Closed -$6.89K – 481
2023
Q3 		$6.89K Hold
100
– – ﹤0.01% 312
2023
Q2 		$7.25K Buy
+100
New +$7.26K ﹤0.01% 315
2022
Q3 		– Sell
-138
Closed -$9K – 241
2022
Q2 		$9K Hold
138
– – ﹤0.01% 292
2022
Q1 		$10K Hold
138
– – ﹤0.01% 318
2021
Q4 		$11K Sell
138
-1,000
-88% -$79.2K ﹤0.01% 301
2021
Q3 		$89K Hold
1,138
– – 0.03% 174
2021
Q2 		$90K Hold
1,138
– – 0.03% 172
2021
Q1 		$86K Hold
1,138
– – 0.03% 172
2020
Q4 		$83K Sell
1,138
-150
-12% -$10.3K 0.03% 158
2020
Q3 		$82K Buy
1,288
+150
+13% +$9.6K 0.04% 143
2020
Q2 		$69K Hold
1,138
– – 0.03% 168
2020
Q1 		$61K Hold
1,138
– – 0.03% 162
2019
Q4 		$79K Hold
1,138
– – 0.03% 151
2019
Q3 		$74K Sell
1,138
-200
-15% -$12.9K 0.03% 148
2019
Q2 		$88K Sell
1,338
-200
-13% -$13.1K 0.04% 143
2019
Q1 		$100K Sell
1,538
-231
-13% -$14.6K 0.05% 162
2018
Q4 		$104K Buy
+1,769
New +$110K 0.06% 171

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's EFA Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 100 shares — an estimated $6.89K sold.

Global Wealth Management Investment Advisory first reported a position in EFA in Q4 2018 and held it in 17 quarters. The position peaked at $104K in Q4 2018. 1,863 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $6.89K.
  • Global Wealth Management Investment Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 17 quarters.
  • Global Wealth Management Investment Advisory's iShares MSCI EAFE ETF position peaked at $104K in Q4 2018.
  • 1,863 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.