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IPG Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

IPG Investment Advisors’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
-3,722
Closed -$280K – 181
2023
Q4 		$280K Buy
+3,722
New +$263K 0.06% 149
2018
Q4 		– Sell
-10,485
Closed -$713K – 155
2018
Q3 		$713K Hold
10,485
– – 0.23% 65
2018
Q2 		$702K Hold
10,485
– – 0.25% 63
2018
Q1 		$731K Buy
10,485
+75
+0.7% +$5.35K 0.24% 60
2017
Q4 		$732K Buy
10,410
+75
+0.7% +$5.21K 0.3% 49
2017
Q3 		$708K Buy
+10,335
New +$691K 0.24% 58

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IPG Investment Advisors's EFA Position: Q1 2024 in Review

IPG Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 3,722 shares — an estimated $280K sold.

IPG Investment Advisors first reported a position in EFA in Q3 2017 and held it in 6 quarters. The position peaked at $732K in Q4 2017. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • IPG Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 3,722 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $280K.
  • IPG Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2017 and held it in 6 quarters.
  • IPG Investment Advisors's iShares MSCI EAFE ETF position peaked at $732K in Q4 2017.
  • 1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.