HF
EFA icon

Halpern Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Halpern Financial’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 		$96.5K Hold
1,165
– – 0.02% 69
2024
Q2 		$91.3K Sell
1,165
-255
-18% -$20.2K 0.03% 68
2024
Q1 		$113K Sell
1,420
-150
-10% -$11.5K 0.03% 65
2023
Q4 		$116K Buy
1,570
+405
+35% +$28.6K 0.04% 66
2023
Q3 		$80.3K Sell
1,165
-50
-4% -$3.58K 0.03% 67
2023
Q2 		$88.1K Buy
1,215
+50
+4% +$3.63K 0.03% 65
2023
Q1 		$83.3K Hold
1,165
– – 0.03% 64
2022
Q4 		$76.5K Hold
1,165
– – 0.03% 66
2022
Q3 		$65.3K Sell
1,165
-349
-23% -$21.8K 0.03% 70
2022
Q2 		$94.6K Buy
1,514
+349
+30% +$23.8K 0.04% 65
2022
Q1 		$85.7K Hold
1,165
– – 0.03% 80
2021
Q4 		$91.7K Hold
1,165
– – 0.04% 62
2021
Q3 		$90.9K Hold
1,165
– – 0.04% 56
2021
Q2 		$91.9K Hold
1,165
– – 0.04% 54
2021
Q1 		$88.4K Hold
1,165
– – 0.04% 48
2020
Q4 		$85K Hold
1,165
– – 0.04% 47
2020
Q3 		$74.2K Hold
1,165
– – 0.04% 47
2020
Q2 		$70.9K Sell
1,165
-851
-42% -$49.2K 0.05% 47
2020
Q1 		$108K Sell
2,016
-1,903
-49% -$121K 0.1% 30
2019
Q4 		$272K Buy
+3,919
New +$265K 0.21% 28

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

Halpern Financial's EFA Position: Q3 2024 in Review

Halpern Financial held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 1,165 shares worth $96.5K. The position accounts for 0.02% of the portfolio, ranked #69.

Halpern Financial first reported a position in EFA in Q4 2019 and has held it in 20 quarters since. The position peaked at $272K in Q4 2019. 1,855 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Halpern Financial held 1,165 shares of iShares MSCI EAFE ETF worth $96.5K as of Q3 2024.
  • Halpern Financial left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE ETF made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #69 holding.
  • Halpern Financial first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
  • Halpern Financial's iShares MSCI EAFE ETF position peaked at $272K in Q4 2019.
  • 1,855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.