Granite Bay Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Granite Bay Wealth Management’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	-347,291	Closed	-$24.5M	–	127
2023 Q4	$24.5M	Sell	347,291 -116,592	-25%	-$8.24M	0.22%	49
2023 Q3	$33.3M	Buy	+463,883	New	+$33.2M	0.33%	41
2023 Q2	–	Sell	-12,114	Closed	-$866K	–	53
2023 Q1	$866K	Sell	12,114 -975	-7%	-$68.2K	0.61%	26
2022 Q4	$859K	Sell	13,089 -1,511	-10%	-$94.7K	0.56%	24
2022 Q3	$818K	Buy	14,600 +250	+2%	+$15.6K	0.66%	21
2022 Q2	$897K	Buy	14,350 +2,170	+18%	+$148K	0.7%	20
2022 Q1	$896K	Sell	12,180 -1,841	-13%	-$138K	0.73%	23
2021 Q4	$1.1M	Buy	+14,021	New	+$1.11M	1.09%	18

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Granite Bay Wealth Management's EFA Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 347,291 shares — an estimated $24.5M sold.

Granite Bay Wealth Management first reported a position in EFA in Q4 2021 and held it in 8 quarters. The position peaked at $33.3M in Q3 2023. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Granite Bay Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 347,291 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $24.5M.
Granite Bay Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
Granite Bay Wealth Management's iShares MSCI EAFE ETF position peaked at $33.3M in Q3 2023.
1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.