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

ICA Group 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 Q2	–	Sell	-545	Closed	-$43.5K	–	913
2024 Q1	$43.5K	Sell	545 -7	-1%	-$535	0.01%	585
2023 Q4	$41.6K	Buy	+552	New	+$39K	0.01%	556
2023 Q3	–	Sell	-529	Closed	-$38.3K	–	479
2023 Q2	$38.3K	Buy	529 +10	+2%	+$726	0.01%	549
2023 Q1	$37.1K	Hold	519	–	–	0.01%	541
2022 Q4	$34.1K	Buy	+519	New	+$32.5K	0.01%	591
2022 Q2	–	Sell	-9,853	Closed	-$690K	–	386
2022 Q1	$690K	Buy	+9,853	New	+$737K	0.13%	155

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

ICA Group Wealth Management's EFA Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 545 shares — an estimated $43.5K sold.

ICA Group Wealth Management first reported a position in EFA in Q1 2022 and held it in 6 quarters. The position peaked at $690K in Q1 2022. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 545 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $43.5K.
ICA Group Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 6 quarters.
ICA Group Wealth Management's iShares MSCI EAFE ETF position peaked at $690K in Q1 2022.
1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.