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

Hassell 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
Q4 		– Sell
-3,755
Closed -$297K – 28
2024
Q3 		$297K Sell
3,755
-910
-20% -$73.2K 0.12% 26
2024
Q2 		$370K Sell
4,665
-91
-2% -$7.21K 0.17% 26
2024
Q1 		$370K Buy
+4,756
New +$364K 0.23% 21

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hassell Wealth Management's EFA Position: Q4 2024 in Review

Hassell Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 3,755 shares — an estimated $297K sold.

Hassell Wealth Management first reported a position in EFA in Q1 2024 and held it in 3 quarters. The position peaked at $370K in Q1 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Hassell Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Hassell Wealth Management sold 3,755 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $297K.
  • Hassell Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • Hassell Wealth Management's iShares MSCI EAFE ETF position peaked at $370K in Q1 2024.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Hassell Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.