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Gradient Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Gradient Investments’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
Q3 		– Sell
-3,194
Closed -$250K – 586
2024
Q2 		$250K Sell
3,194
-1
-0% -$79 0.01% 291
2024
Q1 		$255K Sell
3,195
-2,791
-47% -$213K 0.01% 273
2023
Q4 		$451K Buy
5,986
+1,350
+29% +$95.4K 0.01% 267
2023
Q3 		$320K Buy
4,636
+254
+6% +$18.2K 0.01% 271
2023
Q2 		$318K Buy
4,382
+2,553
+140% +$185K 0.01% 280
2023
Q1 		$131K Sell
1,829
-15
-0.8% -$1.05K ﹤0.01% 335
2022
Q4 		$121K Buy
1,844
+140
+8% +$8.77K ﹤0.01% 360
2022
Q3 		$95K Buy
1,704
+125
+8% +$7.79K ﹤0.01% 377
2022
Q2 		$99K Sell
1,579
-233
-13% -$15.9K ﹤0.01% 373
2022
Q1 		$133K Hold
1,812
– – ﹤0.01% 337
2021
Q4 		$143K Buy
1,812
+544
+43% +$43.1K ﹤0.01% 316
2021
Q3 		$99K Buy
1,268
+18
+1% +$1.44K ﹤0.01% 369
2021
Q2 		$99K Buy
1,250
+12
+1% +$953 ﹤0.01% 367
2021
Q1 		$94K Buy
1,238
+243
+24% +$18.3K ﹤0.01% 371
2020
Q4 		$63K Hold
995
– – ﹤0.01% 372
2020
Q3 		$63K Buy
995
+267
+37% +$17.1K ﹤0.01% 373
2020
Q2 		$44K Sell
728
-100
-12% -$5.78K ﹤0.01% 401
2020
Q1 		$44K Hold
828
– – ﹤0.01% 368
2019
Q4 		$57K Sell
828
-100
-11% -$6.75K ﹤0.01% 374
2019
Q3 		$61K Buy
928
+513
+124% +$33.1K ﹤0.01% 351
2019
Q2 		$27K Sell
415
-465
-53% -$30.4K ﹤0.01% 464
2019
Q1 		$57K Buy
880
+100
+13% +$6.3K ﹤0.01% 323
2018
Q4 		$46K Hold
780
– – ﹤0.01% 350
2018
Q3 		$53K Sell
780
-200
-20% -$13.5K ﹤0.01% 350
2018
Q2 		$66K Sell
980
-1,049
-52% -$73.5K ﹤0.01% 306
2018
Q1 		$141K Sell
2,029
-1,505
-43% -$107K 0.01% 252
2017
Q4 		$248K Sell
3,534
-1,496
-30% -$104K 0.01% 235
2017
Q3 		$344K Sell
5,030
-2,645
-34% -$177K 0.02% 204
2017
Q2 		$500K Sell
7,675
-1,426
-16% -$92.3K 0.04% 158
2017
Q1 		$567K Sell
9,101
-612
-6% -$37K 0.04% 119
2016
Q4 		$561K Buy
9,713
+512
+6% +$29.5K 0.05% 121
2016
Q3 		$544K Sell
9,201
-340
-4% -$19.7K 0.05% 122
2016
Q2 		$533K Sell
9,541
-1,196
-11% -$68.8K 0.06% 112
2016
Q1 		$614K Sell
10,737
-3,237
-23% -$178K 0.08% 104
2015
Q4 		$821K Buy
13,974
+13,902
+19,308% +$837K 0.11% 106
2015
Q3 		$4K Sell
72
-724,100
-100% -$44.7M ﹤0.01% 470
2015
Q2 		$46M Buy
724,172
+724,086
+841,960% +$48.2M 6.3% 1
2015
Q1 		$6K Sell
86
-185
-68% -$11.6K ﹤0.01% 462
2014
Q4 		$16K Buy
271
+256
+1,707% +$16K ﹤0.01% 313
2014
Q3 		$1K Sell
15
-382
-96% -$25.5K ﹤0.01% 440
2014
Q2 		$27K Sell
397
-94
-19% -$6.44K 0.01% 264
2014
Q1 		$33K Buy
491
+275
+127% +$18.2K 0.01% 228
2013
Q4 		$14K Hold
216
– – ﹤0.01% 341
2013
Q3 		$14K Sell
216
-243
-53% -$14.9K ﹤0.01% 260
2013
Q2 		$26K Buy
+459
New +$27.8K 0.01% 211

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Gradient Investments's EFA Position: Q3 2024 in Review

Gradient Investments sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,194 shares — an estimated $250K sold.

Gradient Investments first reported a position in EFA in Q2 2013 and held it in 45 quarters. The position peaked at $46M in Q2 2015. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Gradient Investments reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,194 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $250K.
  • Gradient Investments first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 45 quarters.
  • Gradient Investments's iShares MSCI EAFE ETF position peaked at $46M in Q2 2015.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.