Householder Group Estate & Retirement Specialist’s iShares MSCI EAFE ETF EFA Stock Holding History

Householder Group Estate & Retirement Specialist’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	-55	Closed	-$4K	–	720
2024 Q3	$4K	Buy	55 +12	+28%	+$966	﹤0.01%	954
2024 Q2	$3K	Hold	43	–	–	﹤0.01%	1001
2024 Q1	$3.44K	Hold	43	–	–	﹤0.01%	983
2023 Q4	$3K	Hold	43	–	–	﹤0.01%	943
2023 Q3	$2.97K	Buy	+43	New	+$3.08K	﹤0.01%	1020
2023 Q1	$33K	Buy	+455	New	+$31.8K	0.01%	523
2022 Q4	–	Sell	-60	Closed	-$3K	–	517
2022 Q3	$3K	Buy	+60	New	+$3.74K	﹤0.01%	920
2022 Q1	–	Sell	-12,249	Closed	-$964K	–	197
2021 Q4	$964K	Buy	+12,249	New	+$970K	0.36%	74

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EFA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 55 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in EFA in Q4 2021 and held it in 8 quarters. The position peaked at $964K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 55 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $4K.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI EAFE ETF position peaked at $964K in Q4 2021.
1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.